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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 | $80,156 | $102,696-21.9% | $86,235-7.0% | $139,487-42.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.47% | 1925.91%-1909.4pp | 1170.03%-1153.6pp | 373.84%-357.4pp |
| Employer contribution / active EE | $1,573 | $3,034-48.2% | $2,381-33.9% | $4,755-66.9% |
| Participant deferral / active EE | $11,652 | $4,679+149.0% | $3,987+192.3% | $6,713+73.6% |
| Admin fee / account holder | $672 | $8,667-92.2% | $6,856-90.2% | $11,407-94.1% |