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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 | $61,328 | $114,013-46.2% | $103,693-40.9% | $155,188-60.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 13.97% | 49.31%-35.3pp | 47.61%-33.6pp | 148.84%-134.9pp |
| Employer contribution / active EE | $9,100 | $3,131+190.6% | $2,920+211.6% | $4,248+114.2% |
| Participant deferral / active EE | $3,109 | $4,970-37.5% | $4,579-32.1% | $6,531-52.4% |
| Admin fee / account holder | $23,655 | $8,407+181.4% | $7,858+201.0% | $14,480+63.4% |