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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 | $75,422 | $105,856-28.8% | $90,161-16.3% | $147,586-48.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 25.80% | 37.63%-11.8pp | 34.89%-9.1pp | 578.59%-552.8pp |
| Employer contribution / active EE | $18,061 | $4,126+337.7% | $3,318+444.3% | $4,876+270.4% |
| Participant deferral / active EE | $10,845 | $5,733+89.2% | $5,287+105.1% | $5,439+99.4% |
| Admin fee / account holder | $368 | $8,046-95.4% | $5,943-93.8% | $10,886-96.6% |