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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 | $72,162 | $90,397-20.2% | $76,002-5.1% | $145,959-50.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.77% | 621.97%-611.2pp | 360.07%-349.3pp | 561.95%-551.2pp |
| Employer contribution / active EE | $7,750 | $3,317+133.6% | $2,688+188.3% | $4,661+66.3% |
| Participant deferral / active EE | $11,235 | $5,163+117.6% | $4,257+163.9% | $6,689+68.0% |
| Admin fee / account holder | $355 | $8,369-95.8% | $6,414-94.5% | $13,398-97.4% |