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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 | $73,039 | $105,210-30.6% | $159,487-54.2% | $85,851-14.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.91% | 45.08%-29.2pp | 263.71%-247.8pp | 318.63%-302.7pp |
| Employer contribution / active EE | $7,145 | $3,319+115.3% | $4,831+47.9% | $2,565+178.5% |
| Participant deferral / active EE | $8,410 | $5,946+41.4% | $7,354+14.4% | $3,952+112.8% |
| Admin fee / account holder | $561 | $6,934-91.9% | $10,804-94.8% | $6,261-91.0% |