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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 | $108,154 | $69,248+56.2% | $64,101+68.7% | $139,466-22.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.68% | 45.95%-27.3pp | 33.72%-15.0pp | 373.66%-355.0pp |
| Employer contribution / active EE | $831 | $3,185-73.9% | $2,749-69.8% | $4,754-82.5% |
| Participant deferral / active EE | $1,055 | $4,682-77.5% | $3,881-72.8% | $6,712-84.3% |
| Admin fee / account holder | $17,584 | $4,247+314.0% | $3,070+472.7% | $11,409+54.1% |