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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 | $47,553 | $116,203-59.1% | $93,621-49.2% | $152,909-68.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 16.90% | 35.96%-19.1pp | 32.76%-15.9pp | 345.46%-328.6pp |
| Employer contribution / active EE | $10,952 | $3,219+240.2% | $2,719+302.8% | $4,764+129.9% |
| Participant deferral / active EE | $7,909 | $4,605+71.8% | $4,070+94.3% | $5,851+35.2% |
| Admin fee / account holder | $374 | $10,751-96.5% | $7,890-95.3% | $11,601-96.8% |