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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 | $74,381 | $112,933-34.1% | $90,970-18.2% | $158,982-53.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.27% | 215.82%-203.6pp | 134.60%-122.3pp | 302.99%-290.7pp |
| Employer contribution / active EE | $4,767 | $2,893+64.7% | $2,122+124.7% | $4,763+0.1% |
| Participant deferral / active EE | $6,631 | $4,128+60.6% | $3,373+96.6% | $5,983+10.8% |
| Admin fee / account holder | $720 | $8,047-91.1% | $5,961-87.9% | $11,252-93.6% |