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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 | $83,465 | $142,430-41.4% | $115,170-27.5% | $152,897-45.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 21.34% | 41.48%-20.1pp | 35.60%-14.3pp | 345.43%-324.1pp |
| Employer contribution / active EE | $1,735 | $4,011-56.7% | $3,179-45.4% | $4,764-63.6% |
| Participant deferral / active EE | $6,169 | $5,165+19.4% | $4,169+48.0% | $5,851+5.4% |
| Admin fee / account holder | $375 | $8,464-95.6% | $7,089-94.7% | $11,599-96.8% |