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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 | $77,505 | $107,353-27.8% | $92,903-16.6% | $152,885-49.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.76% | 145.62%-128.9pp | 109.43%-92.7pp | 345.39%-328.6pp |
| Employer contribution / active EE | $7,800 | $4,222+84.8% | $3,653+113.5% | $4,763+63.8% |
| Participant deferral / active EE | $2,520 | $4,848-48.0% | $4,238-40.5% | $5,851-56.9% |
| Admin fee / account holder | $7,852 | $7,081+10.9% | $5,795+35.5% | $11,598-32.3% |