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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 | $62,155 | $112,933-45.0% | $90,970-31.7% | $158,982-60.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.02% | 215.82%-192.8pp | 134.60%-111.6pp | 302.99%-280.0pp |
| Employer contribution / active EE | $6,467 | $2,893+123.5% | $2,122+204.8% | $4,763+35.8% |
| Participant deferral / active EE | $4,555 | $4,128+10.4% | $3,373+35.1% | $5,983-23.9% |
| Admin fee / account holder | $316 | $8,047-96.1% | $5,961-94.7% | $11,252-97.2% |