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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 | $56,497 | $105,145-46.3% | $94,664-40.3% | $139,466-59.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.85% | 38.09%-24.2pp | 156.84%-143.0pp | 373.66%-359.8pp |
| Employer contribution / active EE | $17,532 | $4,107+326.9% | $3,673+377.3% | $4,754+268.8% |
| Participant deferral / active EE | $12,243 | $7,599+61.1% | $7,417+65.1% | $6,712+82.4% |
| Admin fee / account holder | $890 | $8,972-90.1% | $7,222-87.7% | $11,409-92.2% |