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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 | $79,846 | $106,280-24.9% | $96,538-17.3% | $139,487-42.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.38% | 38.48%-24.1pp | 35.74%-21.4pp | 373.84%-359.5pp |
| Employer contribution / active EE | $28,077 | $4,107+583.6% | $3,740+650.7% | $4,755+490.5% |
| Participant deferral / active EE | $20,262 | $5,457+271.3% | $4,880+315.2% | $6,713+201.9% |
| Admin fee / account holder | $533 | $7,888-93.2% | $6,737-92.1% | $11,407-95.3% |