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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 | $90,592 | $103,000-12.0% | $90,300+0.3% | $152,885-40.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.65% | 95.19%-74.5pp | 78.11%-57.5pp | 345.39%-324.7pp |
| Employer contribution / active EE | $853 | $3,138-72.8% | $2,854-70.1% | $4,763-82.1% |
| Participant deferral / active EE | $7,339 | $4,281+71.4% | $3,884+88.9% | $5,851+25.4% |
| Admin fee / account holder | $20,219 | $6,173+227.5% | $5,353+277.7% | $11,598+74.3% |