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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 | $118,895 | $165,939-28.3% | $122,354-2.8% | $147,586-19.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.56% | 34.56%-18.0pp | 30.28%-13.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $7,786 | $5,754+35.3% | $4,051+92.2% | $4,876+59.7% |
| Participant deferral / active EE | $17,500 | $4,005+336.9% | $3,287+432.4% | $5,439+221.8% |
| Admin fee / account holder | $720 | $7,425-90.3% | $5,479-86.9% | $10,886-93.4% |