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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 | $99,443 | $227,566-56.3% | $189,558-47.5% | $167,518-40.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 16.87% | 78.43%-61.6pp | 64.19%-47.3pp | 478.71%-461.8pp |
| Employer contribution / active EE | $1,692 | $5,316-68.2% | $4,412-61.7% | $4,838-65.0% |
| Participant deferral / active EE | $13,572 | $7,002+93.8% | $6,174+119.8% | $6,342+114.0% |
| Admin fee / account holder | $718 | $11,881-94.0% | $9,809-92.7% | $12,312-94.2% |