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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 | $73,937 | $112,935-34.5% | $90,970-18.7% | $158,966-53.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.35% | 215.79%-208.4pp | 134.58%-127.2pp | 302.95%-295.6pp |
| Employer contribution / active EE | $16,619 | $2,895+474.1% | $2,122+683.0% | $4,762+249.0% |
| Participant deferral / active EE | $11,589 | $4,129+180.7% | $3,373+243.5% | $5,983+93.7% |
| Admin fee / account holder | $774 | $8,045-90.4% | $5,960-87.0% | $11,250-93.1% |