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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 | $90,085 | $112,933-20.2% | $90,970-1.0% | $158,982-43.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 6.97% | 215.82%-208.9pp | 134.60%-127.6pp | 302.99%-296.0pp |
| Employer contribution / active EE | $6,545 | $2,893+126.2% | $2,122+208.5% | $4,763+37.4% |
| Participant deferral / active EE | $5,955 | $4,128+44.3% | $3,373+76.6% | $5,983-0.5% |
| Admin fee / account holder | $406 | $8,047-95.0% | $5,961-93.2% | $11,252-96.4% |