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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 | $79,692 | $103,392-22.9% | $87,104-8.5% | $152,897-47.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.29% | 28.10%-5.8pp | 28.19%-5.9pp | 345.43%-323.1pp |
| Employer contribution / active EE | $12,993 | $3,221+303.4% | $2,521+415.3% | $4,764+172.8% |
| Participant deferral / active EE | $11,262 | $4,778+135.7% | $4,048+178.2% | $5,851+92.5% |
| Admin fee / account holder | $779 | $12,194-93.6% | $7,491-89.6% | $11,599-93.3% |