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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 | $81,029 | $156,616-48.3% | $133,346-39.2% | $198,609-59.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 12.63% | 44.25%-31.6pp | 36.85%-24.2pp | 202.70%-190.1pp |
| Employer contribution / active EE | $1,677 | $3,368-50.2% | $2,853-41.2% | $5,055-66.8% |
| Participant deferral / active EE | $22,583 | $4,920+359.0% | $4,332+421.3% | $6,977+223.7% |
| Admin fee / account holder | $41,856 | $17,468+139.6% | $14,264+193.4% | $19,030+119.9% |