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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 | $66,836 | $107,353-37.7% | $92,903-28.1% | $152,885-56.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.50% | 145.62%-125.1pp | 109.43%-88.9pp | 345.39%-324.9pp |
| Employer contribution / active EE | $820 | $4,222-80.6% | $3,653-77.5% | $4,763-82.8% |
| Participant deferral / active EE | $6,192 | $4,848+27.7% | $4,238+46.1% | $5,851+5.8% |
| Admin fee / account holder | $331 | $7,081-95.3% | $5,795-94.3% | $11,598-97.1% |