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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 | $66,518 | $105,145-36.7% | $94,664-29.7% | $139,466-52.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.55% | 38.09%-20.5pp | 156.84%-139.3pp | 373.66%-356.1pp |
| Employer contribution / active EE | $1,625 | $4,107-60.4% | $3,673-55.8% | $4,754-65.8% |
| Participant deferral / active EE | $15,125 | $7,599+99.1% | $7,417+103.9% | $6,712+125.3% |
| Admin fee / account holder | $678 | $8,972-92.4% | $7,222-90.6% | $11,409-94.1% |