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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 | $62,763 | $162,821-61.5% | $133,978-53.2% | $158,982-60.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.32% | 41.95%-19.6pp | 45.10%-22.8pp | 302.99%-280.7pp |
| Employer contribution / active EE | $13,294 | $4,976+167.2% | $3,919+239.2% | $4,763+179.1% |
| Participant deferral / active EE | $10,861 | $5,910+83.8% | $5,047+115.2% | $5,983+81.5% |
| Admin fee / account holder | $1,431 | $11,742-87.8% | $8,930-84.0% | $11,252-87.3% |