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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 | $75,285 | $162,821-53.8% | $133,978-43.8% | $158,982-52.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.52% | 41.95%-25.4pp | 45.10%-28.6pp | 302.99%-286.5pp |
| Employer contribution / active EE | $9,556 | $4,976+92.0% | $3,919+143.8% | $4,763+100.6% |
| Participant deferral / active EE | $3,633 | $5,910-38.5% | $5,047-28.0% | $5,983-39.3% |
| Admin fee / account holder | $594 | $11,742-94.9% | $8,930-93.3% | $11,252-94.7% |