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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 | $123,155-51.9% | $108,753-45.5% | $155,188-61.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.00% | 44.73%-25.7pp | 37.47%-18.5pp | 148.84%-129.8pp |
| Employer contribution / active EE | $13,912 | $2,811+394.9% | $2,427+473.3% | $4,248+227.5% |
| Participant deferral / active EE | $15,571 | $4,623+236.8% | $4,115+278.4% | $6,531+138.4% |
| Admin fee / account holder | $818 | $12,126-93.3% | $10,320-92.1% | $14,480-94.4% |