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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 | $29,938 | $100,139-70.1% | $85,187-64.9% | $145,884-79.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.84% | 84.15%-72.3pp | 66.67%-54.8pp | 551.85%-540.0pp |
| Employer contribution / active EE | $8,013 | $3,238+147.5% | $2,732+193.3% | $4,662+71.9% |
| Participant deferral / active EE | $2,180 | $5,296-58.8% | $4,525-51.8% | $6,690-67.4% |
| Admin fee / account holder | $20,182 | $7,262+177.9% | $6,162+227.5% | $13,392+50.7% |