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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 | $124,583 | $162,821-23.5% | $133,978-7.0% | $158,982-21.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.44% | 41.95%-24.5pp | 45.10%-27.7pp | 302.99%-285.6pp |
| Employer contribution / active EE | $10,524 | $4,976+111.5% | $3,919+168.5% | $4,763+121.0% |
| Participant deferral / active EE | $9,596 | $5,910+62.4% | $5,047+90.1% | $5,983+60.4% |
| Admin fee / account holder | $333 | $11,742-97.2% | $8,930-96.3% | $11,252-97.0% |