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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 | $91,201 | $68,097+33.9% | $62,929+44.9% | $137,256-33.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 16.19% | 1859.11%-1842.9pp | 1063.93%-1047.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,624 | $2,811-42.2% | $2,505-35.2% | $4,156-60.9% |
| Participant deferral / active EE | $939 | $4,553-79.4% | $3,888-75.9% | $6,407-85.3% |
| Admin fee / account holder | $738 | $6,521-88.7% | $5,065-85.4% | $12,270-94.0% |