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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 | $109,900 | $147,556-25.5% | $129,031-14.8% | $198,609-44.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 15.94% | 37.41%-21.5pp | 34.67%-18.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $17,193 | $3,645+371.7% | $3,226+433.0% | $5,055+240.1% |
| Participant deferral / active EE | $11,262 | $5,760+95.5% | $5,217+115.9% | $6,977+61.4% |
| Admin fee / account holder | $901 | $15,467-94.2% | $13,208-93.2% | $19,030-95.3% |