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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 | $73,903 | $124,314-40.6% | $109,163-32.3% | $167,518-55.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.67% | 26.04%-9.4pp | 25.75%-9.1pp | 478.71%-462.0pp |
| Employer contribution / active EE | $10,266 | $4,209+143.9% | $3,723+175.8% | $4,838+112.2% |
| Participant deferral / active EE | $5,612 | $5,256+6.8% | $4,654+20.6% | $6,342-11.5% |
| Admin fee / account holder | $485 | $7,973-93.9% | $6,754-92.8% | $12,312-96.1% |