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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 | $59,290 | $115,225-48.5% | $100,712-41.1% | $138,895-57.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 19.00% | 40.35%-21.4pp | 33.27%-14.3pp | 145.39%-126.4pp |
| Employer contribution / active EE | $13,912 | $2,771+402.0% | $2,313+501.5% | $4,194+231.7% |
| Participant deferral / active EE | $15,571 | $4,699+231.3% | $4,085+281.1% | $6,396+143.4% |
| Admin fee / account holder | $818 | $10,844-92.5% | $9,256-91.2% | $12,562-93.5% |