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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 | $76,390 | $100,203-23.8% | $85,240-10.4% | $145,897-47.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.90% | 84.28%-70.4pp | 66.75%-52.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,928 | $3,242-40.5% | $2,735-29.5% | $4,663-58.6% |
| Participant deferral / active EE | $8,388 | $5,299+58.3% | $4,527+85.3% | $6,689+25.4% |
| Admin fee / account holder | $354 | $7,265-95.1% | $6,165-94.3% | $13,390-97.4% |