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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 | $70,881 | $103,392-31.4% | $87,104-18.6% | $152,897-53.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.05% | 28.10%-12.1pp | 28.19%-12.1pp | 345.43%-329.4pp |
| Employer contribution / active EE | $17,175 | $3,221+433.2% | $2,521+581.2% | $4,764+260.6% |
| Participant deferral / active EE | $29,890 | $4,778+525.5% | $4,048+638.3% | $5,851+410.8% |
| Admin fee / account holder | $860 | $12,194-92.9% | $7,491-88.5% | $11,599-92.6% |