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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 | $89,656 | $127,790-29.8% | $106,554-15.9% | $167,553-46.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.91% | 33.88%-19.0pp | 26.80%-11.9pp | 478.89%-464.0pp |
| Employer contribution / active EE | $5,930 | $3,427+73.0% | $2,819+110.3% | $4,840+22.5% |
| Participant deferral / active EE | $9,652 | $5,088+89.7% | $4,398+119.4% | $6,343+52.2% |
| Admin fee / account holder | $655 | $11,231-94.2% | $7,408-91.2% | $12,316-94.7% |