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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 | $72,413 | $100,139-27.7% | $85,187-15.0% | $145,884-50.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 202.75% | 84.15%+118.6pp | 66.67%+136.1pp | 551.85%-349.1pp |
| Employer contribution / active EE | $2,041 | $3,238-37.0% | $2,732-25.3% | $4,662-56.2% |
| Participant deferral / active EE | $8,990 | $5,296+69.8% | $4,525+98.7% | $6,690+34.4% |
| Admin fee / account holder | $493 | $7,262-93.2% | $6,162-92.0% | $13,392-96.3% |