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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 | $71,092 | $90,538-21.5% | $88,457-19.6% | $154,746-54.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 19.51% | 37.97%-18.5pp | 32.69%-13.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $15,409 | $4,914+213.6% | $4,681+229.2% | $4,379+251.9% |
| Participant deferral / active EE | $10,119 | $6,073+66.6% | $5,667+78.5% | $6,730+50.3% |
| Admin fee / account holder | $716 | $10,337-93.1% | $9,606-92.6% | $14,365-95.0% |