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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 | $69,206 | $93,345-25.9% | $119,126-41.9% | $87,485-20.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 16.34% | 19.08%-2.7pp | 282.11%-265.8pp | 26.06%-9.7pp |
| Employer contribution / active EE | $7,858 | $3,172+147.7% | $4,034+94.8% | $2,596+202.7% |
| Participant deferral / active EE | $8,243 | $4,099+101.1% | $5,318+55.0% | $4,274+92.9% |
| Admin fee / account holder | $383 | $8,039-95.2% | $10,693-96.4% | $7,775-95.1% |