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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 | $84,633 | $171,492-50.6% | $150,734-43.9% | $198,609-57.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 20.52% | 804.70%-784.2pp | 600.81%-580.3pp | 202.70%-182.2pp |
| Employer contribution / active EE | $3,431 | $5,470-37.3% | $4,918-30.2% | $5,055-32.1% |
| Participant deferral / active EE | $18,680 | $6,259+198.5% | $5,610+233.0% | $6,977+167.7% |
| Admin fee / account holder | $1,400 | $17,628-92.1% | $14,905-90.6% | $19,030-92.6% |