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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 | $75,275 | $106,267-29.2% | $96,520-22.0% | $139,456-46.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 26.87% | 38.45%-11.6pp | 35.72%-8.8pp | 373.45%-346.6pp |
| Employer contribution / active EE | $15,007 | $4,105+265.6% | $3,739+301.4% | $4,753+215.8% |
| Participant deferral / active EE | $1,821 | $5,454-66.6% | $4,879-62.7% | $6,711-72.9% |
| Admin fee / account holder | $2,399 | $7,882-69.6% | $6,733-64.4% | $11,407-79.0% |