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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 | $79,460 | $162,812-51.2% | $133,971-40.7% | $158,966-50.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.90% | 41.94%-21.0pp | 45.09%-24.2pp | 302.95%-282.1pp |
| Employer contribution / active EE | $24,437 | $4,976+391.1% | $3,919+523.6% | $4,762+413.1% |
| Participant deferral / active EE | $7,800 | $5,910+32.0% | $5,047+54.5% | $5,983+30.4% |
| Admin fee / account holder | $340 | $11,741-97.1% | $8,929-96.2% | $11,250-97.0% |