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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 | $130,762 | $152,592-14.3% | $125,180+4.5% | $152,885-14.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.12% | 54.84%-38.7pp | 43.79%-27.7pp | 345.39%-329.3pp |
| Employer contribution / active EE | $22,048 | $4,947+345.7% | $3,866+470.3% | $4,763+362.9% |
| Participant deferral / active EE | $15,600 | $5,868+165.8% | $4,937+216.0% | $5,851+166.6% |
| Admin fee / account holder | $426 | $13,435-96.8% | $9,703-95.6% | $11,598-96.3% |