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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 | $130,386 | $110,240+18.3% | $96,544+35.1% | $139,487-6.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.66% | 26.41%-9.8pp | 25.88%-9.2pp | 373.84%-357.2pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $30,000 | $5,549+440.7% | $4,851+518.4% | $6,713+346.9% |
| Admin fee / account holder | $883 | $11,602-92.4% | $8,254-89.3% | $11,407-92.3% |