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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 | $84,994 | $105,856-19.7% | $90,161-5.7% | $147,586-42.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.38% | 37.63%-21.2pp | 34.89%-18.5pp | 578.59%-562.2pp |
| Employer contribution / active EE | $8,850 | $4,126+114.5% | $3,318+166.7% | $4,876+81.5% |
| Participant deferral / active EE | $2,991 | $5,733-47.8% | $5,287-43.4% | $5,439-45.0% |
| Admin fee / account holder | $381 | $8,046-95.3% | $5,943-93.6% | $10,886-96.5% |