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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 | $92,102 | $103,008-10.6% | $90,304+2.0% | $152,897-39.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.37% | 95.22%-77.9pp | 78.13%-60.8pp | 345.43%-328.1pp |
| Employer contribution / active EE | $27,138 | $3,139+764.4% | $2,855+850.6% | $4,764+469.7% |
| Participant deferral / active EE | $12,667 | $4,281+195.9% | $3,885+226.0% | $5,851+116.5% |
| Admin fee / account holder | $672 | $6,175-89.1% | $5,354-87.5% | $11,599-94.2% |