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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 | $74,114 | $77,449-4.3% | $69,483+6.7% | $152,909-51.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 20.33% | 39.09%-18.8pp | 28.99%-8.7pp | 345.46%-325.1pp |
| Employer contribution / active EE | $3,067 | $3,316-7.5% | $2,780+10.3% | $4,764-35.6% |
| Participant deferral / active EE | $25,000 | $4,415+466.3% | $3,537+606.9% | $5,851+327.3% |
| Admin fee / account holder | $709 | $6,210-88.6% | $3,841-81.5% | $11,601-93.9% |