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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 | $113,009 | $96,524+17.1% | $75,900+48.9% | $152,909-26.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 27.36% | 33.93%-6.6pp | 30.73%-3.4pp | 345.46%-318.1pp |
| Employer contribution / active EE | $590 | $3,311-82.2% | $2,501-76.4% | $4,764-87.6% |
| Participant deferral / active EE | $10,561 | $4,554+131.9% | $3,604+193.1% | $5,851+80.5% |
| Admin fee / account holder | $12,864 | $8,082+59.2% | $5,421+137.3% | $11,601+10.9% |