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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 | $63,223 | $90,530-30.2% | $76,030-16.8% | $145,897-56.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.80% | 625.08%-615.3pp | 361.54%-351.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $9,546 | $3,319+187.6% | $2,688+255.2% | $4,663+104.7% |
| Participant deferral / active EE | $4,910 | $5,164-4.9% | $4,257+15.3% | $6,689-26.6% |
| Admin fee / account holder | $487 | $8,383-94.2% | $6,421-92.4% | $13,390-96.4% |