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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 | $70,084 | $107,363-34.7% | $92,909-24.6% | $152,897-54.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.81% | 145.63%-125.8pp | 109.44%-89.6pp | 345.43%-325.6pp |
| Employer contribution / active EE | $6,013 | $4,222+42.4% | $3,653+64.6% | $4,764+26.2% |
| Participant deferral / active EE | $4,844 | $4,848-0.1% | $4,238+14.3% | $5,851-17.2% |
| Admin fee / account holder | $336 | $7,082-95.3% | $5,795-94.2% | $11,599-97.1% |