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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 | $40,158 | $112,112-64.2% | $95,956-58.1% | $158,950-74.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.16% | 171.15%-161.0pp | 91.63%-81.5pp | 302.91%-292.8pp |
| Employer contribution / active EE | $8,783 | $3,199+174.6% | $2,541+245.6% | $4,762+84.4% |
| Participant deferral / active EE | $9,693 | $4,784+102.6% | $4,167+132.6% | $5,983+62.0% |
| Admin fee / account holder | $767 | $10,134-92.4% | $6,797-88.7% | $11,248-93.2% |