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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 | $71,044 | $138,076-48.5% | $123,553-42.5% | $135,380-47.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 41.56% | 153.70%-112.1pp | 119.21%-77.6pp | 519.81%-478.2pp |
| Employer contribution / active EE | $1,378 | $5,152-73.3% | $4,628-70.2% | $4,779-71.2% |
| Participant deferral / active EE | $9,000 | $6,800+32.4% | $6,426+40.1% | $5,609+60.5% |
| Admin fee / account holder | $1,212 | $10,917-88.9% | $9,284-86.9% | $10,828-88.8% |