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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 | $30,576 | $105,856-71.1% | $90,161-66.1% | $147,586-79.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 29.79% | 37.63%-7.8pp | 34.89%-5.1pp | 578.59%-548.8pp |
| Employer contribution / active EE | $9,893 | $4,126+139.8% | $3,318+198.2% | $4,876+102.9% |
| Participant deferral / active EE | $15,383 | $5,733+168.3% | $5,287+190.9% | $5,439+182.8% |
| Admin fee / account holder | $796 | $8,046-90.1% | $5,943-86.6% | $10,886-92.7% |