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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 | $80,068 | $100,073-20.0% | $85,126-5.9% | $145,877-45.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.83% | 84.11%-72.3pp | 66.63%-54.8pp | 551.28%-539.5pp |
| Employer contribution / active EE | $19,035 | $3,236+488.2% | $2,731+596.9% | $4,663+308.2% |
| Participant deferral / active EE | $9,675 | $5,294+82.7% | $4,523+113.9% | $6,691+44.6% |
| Admin fee / account holder | $740 | $7,261-89.8% | $6,160-88.0% | $13,402-94.5% |