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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 | $70,028 | $107,353-34.8% | $92,903-24.6% | $152,885-54.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.04% | 145.62%-126.6pp | 109.43%-90.4pp | 345.39%-326.3pp |
| Employer contribution / active EE | $2,975 | $4,222-29.5% | $3,653-18.6% | $4,763-37.5% |
| Participant deferral / active EE | $7,299 | $4,848+50.6% | $4,238+72.2% | $5,851+24.8% |
| Admin fee / account holder | $920 | $7,081-87.0% | $5,795-84.1% | $11,598-92.1% |