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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 | $70,244 | $232,540-69.8% | $185,117-62.1% | $147,585-52.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 9.63% | 43.03%-33.4pp | 40.50%-30.9pp | 578.58%-569.0pp |
| Employer contribution / active EE | $2,818 | $5,195-45.8% | $4,182-32.6% | $4,876-42.2% |
| Participant deferral / active EE | $2,416 | $5,834-58.6% | $5,045-52.1% | $5,439-55.6% |
| Admin fee / account holder | $377 | $10,275-96.3% | $8,159-95.4% | $10,886-96.5% |