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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 | $65,194 | $124,330-47.6% | $109,173-40.3% | $167,536-61.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.73% | 26.04%-16.3pp | 25.75%-16.0pp | 478.82%-469.1pp |
| Employer contribution / active EE | $19,725 | $4,209+368.6% | $3,723+429.8% | $4,839+307.6% |
| Participant deferral / active EE | $17,470 | $5,256+232.4% | $4,654+275.4% | $6,342+175.5% |
| Admin fee / account holder | $766 | $7,974-90.4% | $6,755-88.7% | $12,315-93.8% |