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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,894 | $112,933-40.8% | $90,970-26.5% | $158,982-57.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.69% | 215.82%-198.1pp | 134.60%-116.9pp | 302.99%-285.3pp |
| Employer contribution / active EE | $8,040 | $2,893+177.9% | $2,122+278.9% | $4,763+68.8% |
| Participant deferral / active EE | $4,942 | $4,128+19.7% | $3,373+46.5% | $5,983-17.4% |
| Admin fee / account holder | $502 | $8,047-93.8% | $5,961-91.6% | $11,252-95.5% |