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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 | $84,152 | $103,392-18.6% | $87,104-3.4% | $152,897-45.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 21.32% | 28.10%-6.8pp | 28.19%-6.9pp | 345.43%-324.1pp |
| Employer contribution / active EE | $5,830 | $3,221+81.0% | $2,521+131.2% | $4,764+22.4% |
| Participant deferral / active EE | $18,488 | $4,778+286.9% | $4,048+356.7% | $5,851+216.0% |
| Admin fee / account holder | $8,502 | $12,194-30.3% | $7,491+13.5% | $11,599-26.7% |