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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 | $67,737 | $104,937-35.5% | $84,628-20.0% | $152,897-55.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 17.31% | 373.88%-356.6pp | 258.80%-241.5pp | 345.43%-328.1pp |
| Employer contribution / active EE | $8,677 | $3,303+162.7% | $2,653+227.1% | $4,764+82.2% |
| Participant deferral / active EE | $7,425 | $4,690+58.3% | $3,900+90.4% | $5,851+26.9% |
| Admin fee / account holder | $561 | $6,243-91.0% | $4,914-88.6% | $11,599-95.2% |