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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 | $78,119 | $175,231-55.4% | $149,696-47.8% | $139,466-44.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.33% | 166.77%-136.4pp | 134.46%-104.1pp | 373.66%-343.3pp |
| Employer contribution / active EE | $9,328 | $5,478+70.3% | $4,821+93.5% | $4,754+96.2% |
| Participant deferral / active EE | $8,438 | $6,521+29.4% | $5,682+48.5% | $6,712+25.7% |
| Admin fee / account holder | $5,654 | $16,155-65.0% | $13,212-57.2% | $11,409-50.4% |