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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 | $63,682 | $103,392-38.4% | $87,104-26.9% | $152,897-58.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.27% | 28.10%-8.8pp | 28.19%-8.9pp | 345.43%-326.2pp |
| Employer contribution / active EE | $7,285 | $3,221+126.2% | $2,521+188.9% | $4,764+52.9% |
| Participant deferral / active EE | $8,572 | $4,778+79.4% | $4,048+111.7% | $5,851+46.5% |
| Admin fee / account holder | $631 | $12,194-94.8% | $7,491-91.6% | $11,599-94.6% |