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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 | $93,237 | $125,184-25.5% | $105,607-11.7% | $145,884-36.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.64% | 225.00%-212.4pp | 116.11%-103.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,003 | $3,720-73.0% | $3,167-68.3% | $4,662-78.5% |
| Participant deferral / active EE | $8,818 | $5,714+54.3% | $5,011+76.0% | $6,690+31.8% |
| Admin fee / account holder | $439 | $17,133-97.4% | $10,958-96.0% | $13,392-96.7% |