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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 | $74,250 | $77,416-4.1% | $69,464+6.9% | $152,897-51.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 23.01% | 39.08%-16.1pp | 28.98%-6.0pp | 345.43%-322.4pp |
| Employer contribution / active EE | $12,002 | $3,315+262.1% | $2,779+331.8% | $4,764+152.0% |
| Participant deferral / active EE | $2,946 | $4,413-33.2% | $3,536-16.7% | $5,851-49.6% |
| Admin fee / account holder | $1,066 | $6,208-82.8% | $3,840-72.2% | $11,599-90.8% |