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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 | $66,917 | $107,363-37.7% | $92,909-28.0% | $152,897-56.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.96% | 145.63%-128.7pp | 109.44%-92.5pp | 345.43%-328.5pp |
| Employer contribution / active EE | $15,121 | $4,222+258.1% | $3,653+313.9% | $4,764+217.4% |
| Participant deferral / active EE | $2,062 | $4,848-57.5% | $4,238-51.3% | $5,851-64.8% |
| Admin fee / account holder | $508 | $7,082-92.8% | $5,795-91.2% | $11,599-95.6% |