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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 | $91,457 | $211,224-56.7% | $178,505-48.8% | $145,897-37.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.57% | 30.28%-14.7pp | 27.16%-11.6pp | 552.29%-536.7pp |
| Employer contribution / active EE | $3,442 | $4,577-24.8% | $3,955-13.0% | $4,663-26.2% |
| Participant deferral / active EE | $26,046 | $6,966+273.9% | $6,280+314.7% | $6,689+289.4% |
| Admin fee / account holder | $812 | $12,109-93.3% | $10,428-92.2% | $13,390-93.9% |