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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 | $75,575 | $107,368-29.6% | $92,915-18.7% | $152,909-50.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.19% | 145.64%-124.5pp | 109.45%-88.3pp | 345.46%-324.3pp |
| Employer contribution / active EE | $8,583 | $4,222+103.3% | $3,653+134.9% | $4,764+80.2% |
| Participant deferral / active EE | $6,519 | $4,848+34.5% | $4,238+53.8% | $5,851+11.4% |
| Admin fee / account holder | $589 | $7,082-91.7% | $5,796-89.8% | $11,601-94.9% |