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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 | $29,695 | $100,125-70.3% | $81,482-63.6% | $145,978-79.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.68% | 34.44%-20.8pp | 24.79%-11.1pp | 550.52%-536.8pp |
| Employer contribution / active EE | $11,003 | $2,977+269.5% | $2,463+346.7% | $4,662+136.0% |
| Participant deferral / active EE | $8,801 | $4,609+90.9% | $3,885+126.5% | $6,690+31.6% |
| Admin fee / account holder | $436 | $8,198-94.7% | $5,761-92.4% | $13,400-96.7% |