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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 | $82,302 | $115,814-28.9% | $101,275-18.7% | $158,982-48.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 33.85% | 56.16%-22.3pp | 46.48%-12.6pp | 302.99%-269.1pp |
| Employer contribution / active EE | $12,628 | $4,176+202.4% | $3,660+245.0% | $4,763+165.1% |
| Participant deferral / active EE | $14,276 | $4,958+187.9% | $4,371+226.6% | $5,983+138.6% |
| Admin fee / account holder | $553 | $7,249-92.4% | $5,948-90.7% | $11,252-95.1% |