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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 | $83,323 | $108,882-23.5% | $96,754-13.9% | $154,746-46.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.61% | 98.39%-82.8pp | 82.04%-66.4pp | 172.34%-156.7pp |
| Employer contribution / active EE | $15,754 | $3,018+422.0% | $2,679+488.0% | $4,379+259.8% |
| Participant deferral / active EE | $14,379 | $5,323+170.2% | $4,758+202.2% | $6,730+113.7% |
| Admin fee / account holder | $1,000 | $10,200-90.2% | $8,905-88.8% | $14,365-93.0% |