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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 | $78,375 | $115,810-32.3% | $101,271-22.6% | $158,966-50.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.81% | 56.15%-32.3pp | 46.48%-22.7pp | 302.95%-279.1pp |
| Employer contribution / active EE | $6,613 | $4,175+58.4% | $3,660+80.7% | $4,762+38.9% |
| Participant deferral / active EE | $9,363 | $4,958+88.8% | $4,371+114.2% | $5,983+56.5% |
| Admin fee / account holder | $356 | $7,248-95.1% | $5,948-94.0% | $11,250-96.8% |