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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 | $76,163 | $90,614-15.9% | $76,089+0.1% | $145,877-47.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.31% | 623.80%-610.5pp | 360.94%-347.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,043 | $3,324-38.5% | $2,690-24.0% | $4,663-56.2% |
| Participant deferral / active EE | $8,538 | $5,168+65.2% | $4,259+100.5% | $6,691+27.6% |
| Admin fee / account holder | $442 | $8,376-94.7% | $6,418-93.1% | $13,402-96.7% |