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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 | $85,820 | $104,953-18.2% | $84,637+1.4% | $152,909-43.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 23.44% | 373.94%-350.5pp | 258.82%-235.4pp | 345.46%-322.0pp |
| Employer contribution / active EE | $17,350 | $3,304+425.2% | $2,653+553.9% | $4,764+264.2% |
| Participant deferral / active EE | $9,167 | $4,691+95.4% | $3,900+135.0% | $5,851+56.7% |
| Admin fee / account holder | $349 | $6,244-94.4% | $4,914-92.9% | $11,601-97.0% |