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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 | $82,587 | $196,972-58.1% | $182,262-54.7% | $198,609-58.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.73% | 158.27%-142.5pp | 140.60%-124.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $32,489 | $5,364+505.7% | $5,046+543.9% | $5,055+542.7% |
| Participant deferral / active EE | $70,338 | $8,643+713.8% | $8,276+749.9% | $6,977+908.2% |
| Admin fee / account holder | $53,875 | $18,429+192.3% | $16,712+222.4% | $19,030+183.1% |