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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 | $72,360 | $100,911-28.3% | $90,440-20.0% | $158,966-54.5% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 10.16% | 1726.62%-1716.5pp | 1294.38%-1284.2pp | 302.95%-292.8pp |
| Employer contribution / active EE | $7,626 | $3,690+106.7% | $3,263+133.7% | $4,762+60.1% |
| Participant deferral / active EE | $7,459 | $4,348+71.5% | $3,964+88.2% | $5,983+24.7% |
| Admin fee / account holder | $977 | $6,507-85.0% | $5,615-82.6% | $11,250-91.3% |