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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 | $93,890 | $124,351-24.5% | $109,188-14.0% | $167,553-44.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.90% | 26.04%-11.1pp | 25.76%-10.9pp | 478.89%-464.0pp |
| Employer contribution / active EE | $5,879 | $4,210+39.6% | $3,723+57.9% | $4,840+21.5% |
| Participant deferral / active EE | $20,700 | $5,257+293.8% | $4,654+344.8% | $6,343+226.4% |
| Admin fee / account holder | $545 | $7,975-93.2% | $6,755-91.9% | $12,316-95.6% |