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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 | $81,085 | $157,276-48.4% | $141,177-42.6% | $152,885-47.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.27% | 64.33%-47.1pp | 71.40%-54.1pp | 345.39%-328.1pp |
| Employer contribution / active EE | $2,400 | $5,262-54.4% | $4,736-49.3% | $4,763-49.6% |
| Participant deferral / active EE | $16,667 | $7,110+134.4% | $6,710+148.4% | $5,851+184.9% |
| Admin fee / account holder | $1,779 | $12,123-85.3% | $10,263-82.7% | $11,598-84.7% |