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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 | $77,705 | $112,112-30.7% | $95,956-19.0% | $158,950-51.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.76% | 171.15%-153.4pp | 91.63%-73.9pp | 302.91%-285.1pp |
| Employer contribution / active EE | $3,141 | $3,199-1.8% | $2,541+23.6% | $4,762-34.0% |
| Participant deferral / active EE | $9,025 | $4,784+88.6% | $4,167+116.6% | $5,983+50.8% |
| Admin fee / account holder | $1,013 | $10,134-90.0% | $6,797-85.1% | $11,248-91.0% |