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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 | $95,208 | $107,941-11.8% | $91,994+3.5% | $152,909-37.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 80.72% | 89.28%-8.6pp | 69.04%+11.7pp | 345.46%-264.7pp |
| Employer contribution / active EE | $10,283 | $4,212+144.2% | $3,453+197.8% | $4,764+115.9% |
| Participant deferral / active EE | $8,967 | $6,366+40.9% | $5,924+51.4% | $5,851+53.2% |
| Admin fee / account holder | $552 | $10,521-94.8% | $7,744-92.9% | $11,601-95.2% |