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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 | $90,932 | $105,158-13.5% | $94,672-4.0% | $139,487-34.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.82% | 38.11%-20.3pp | 156.89%-139.1pp | 373.84%-356.0pp |
| Employer contribution / active EE | $1,119 | $4,107-72.8% | $3,673-69.5% | $4,755-76.5% |
| Participant deferral / active EE | $20,000 | $7,599+163.2% | $7,417+169.6% | $6,713+197.9% |
| Admin fee / account holder | $1,051 | $8,972-88.3% | $7,222-85.4% | $11,407-90.8% |