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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 | $67,218 | $91,037-26.2% | $71,671-6.2% | $147,586-54.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 19.16% | 20.48%-1.3pp | 20.65%-1.5pp | 578.59%-559.4pp |
| Employer contribution / active EE | $13,427 | $3,327+303.5% | $2,460+445.9% | $4,876+175.3% |
| Participant deferral / active EE | $8,680 | $4,498+93.0% | $3,438+152.5% | $5,439+59.6% |
| Admin fee / account holder | $726 | $8,613-91.6% | $5,558-86.9% | $10,886-93.3% |