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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 | $66,829 | $107,944-38.1% | $91,994-27.4% | $152,885-56.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.43% | 89.26%-68.8pp | 69.03%-48.6pp | 345.39%-325.0pp |
| Employer contribution / active EE | $2,247 | $4,210-46.6% | $3,452-34.9% | $4,763-52.8% |
| Participant deferral / active EE | $8,583 | $6,365+34.8% | $5,923+44.9% | $5,851+46.7% |
| Admin fee / account holder | $1,661 | $10,521-84.2% | $7,743-78.6% | $11,598-85.7% |