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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 | $77,959 | $107,363-27.4% | $92,909-16.1% | $152,897-49.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.82% | 145.63%-123.8pp | 109.44%-87.6pp | 345.43%-323.6pp |
| Employer contribution / active EE | $2,145 | $4,222-49.2% | $3,653-41.3% | $4,764-55.0% |
| Participant deferral / active EE | $9,287 | $4,848+91.6% | $4,238+119.1% | $5,851+58.7% |
| Admin fee / account holder | $644 | $7,082-90.9% | $5,795-88.9% | $11,599-94.4% |