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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 | $86,697 | $115,810-25.1% | $101,271-14.4% | $158,966-45.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.73% | 56.15%-44.4pp | 46.48%-34.8pp | 302.95%-291.2pp |
| Employer contribution / active EE | $28,465 | $4,175+581.7% | $3,660+677.7% | $4,762+497.7% |
| Participant deferral / active EE | $7,741 | $4,958+56.1% | $4,371+77.1% | $5,983+29.4% |
| Admin fee / account holder | $458 | $7,248-93.7% | $5,948-92.3% | $11,250-95.9% |