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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 | $76,409 | $115,814-34.0% | $101,275-24.6% | $158,982-51.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.36% | 56.16%-37.8pp | 46.48%-28.1pp | 302.99%-284.6pp |
| Employer contribution / active EE | $819 | $4,176-80.4% | $3,660-77.6% | $4,763-82.8% |
| Participant deferral / active EE | $4,500 | $4,958-9.2% | $4,371+3.0% | $5,983-24.8% |
| Admin fee / account holder | $750 | $7,249-89.7% | $5,948-87.4% | $11,252-93.3% |