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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 | $60,170 | $176,402-65.9% | $134,162-55.2% | $158,982-62.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.56% | 63.66%-48.1pp | 36.35%-20.8pp | 302.99%-287.4pp |
| Employer contribution / active EE | $15,777 | $5,042+212.9% | $3,705+325.8% | $4,763+231.2% |
| Participant deferral / active EE | $14,535 | $4,093+255.1% | $3,500+315.3% | $5,983+142.9% |
| Admin fee / account holder | $7,617 | $8,719-12.6% | $6,685+13.9% | $11,252-32.3% |