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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 | $72,181 | $162,812-55.7% | $133,971-46.1% | $158,966-54.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.81% | 41.94%-20.1pp | 45.09%-23.3pp | 302.95%-281.1pp |
| Employer contribution / active EE | $16,203 | $4,976+225.6% | $3,919+313.5% | $4,762+240.2% |
| Participant deferral / active EE | $12,211 | $5,910+106.6% | $5,047+141.9% | $5,983+104.1% |
| Admin fee / account holder | $2,402 | $11,741-79.5% | $8,929-73.1% | $11,250-78.6% |