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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 | $76,494 | $100,203-23.7% | $85,240-10.3% | $145,897-47.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.66% | 84.28%-69.6pp | 66.75%-52.1pp | 552.29%-537.6pp |
| Employer contribution / active EE | $8,430 | $3,242+160.0% | $2,735+208.2% | $4,663+80.8% |
| Participant deferral / active EE | $9,642 | $5,299+82.0% | $4,527+113.0% | $6,689+44.1% |
| Admin fee / account holder | $621 | $7,265-91.4% | $6,165-89.9% | $13,390-95.4% |