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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 | $80,355 | $225,673-64.4% | $203,872-60.6% | $155,188-48.2% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 20.15% | 95.91%-75.8pp | 85.11%-65.0pp | 148.84%-128.7pp |
| Employer contribution / active EE | $2,169 | $4,099-47.1% | $3,757-42.3% | $4,248-48.9% |
| Participant deferral / active EE | $19,999 | $6,893+190.1% | $6,388+213.1% | $6,531+206.2% |
| Admin fee / account holder | $435 | $12,327-96.5% | $11,730-96.3% | $14,480-97.0% |