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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 | $62,131 | $112,121-44.6% | $95,960-35.3% | $158,966-60.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.36% | 171.16%-155.8pp | 91.63%-76.3pp | 302.95%-287.6pp |
| Employer contribution / active EE | $4,708 | $3,199+47.2% | $2,541+85.3% | $4,762-1.1% |
| Participant deferral / active EE | $6,380 | $4,784+33.4% | $4,167+53.1% | $5,983+6.6% |
| Admin fee / account holder | $441 | $10,135-95.6% | $6,797-93.5% | $11,250-96.1% |