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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 | $62,064 | $107,368-42.2% | $92,915-33.2% | $152,909-59.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 29.10% | 145.64%-116.5pp | 109.45%-80.3pp | 345.46%-316.4pp |
| Employer contribution / active EE | $8,224 | $4,222+94.8% | $3,653+125.1% | $4,764+72.6% |
| Participant deferral / active EE | $19,463 | $4,848+301.5% | $4,238+359.2% | $5,851+232.6% |
| Admin fee / account holder | $788 | $7,082-88.9% | $5,796-86.4% | $11,601-93.2% |