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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 | $76,588 | $112,915-32.2% | $90,965-15.8% | $158,950-51.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.27% | 215.75%-205.5pp | 134.57%-124.3pp | 302.91%-292.6pp |
| Employer contribution / active EE | $10,297 | $2,894+255.8% | $2,122+385.2% | $4,762+116.2% |
| Participant deferral / active EE | $8,219 | $4,128+99.1% | $3,373+143.7% | $5,983+37.4% |
| Admin fee / account holder | $1,169 | $8,044-85.5% | $5,960-80.4% | $11,248-89.6% |