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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 | $61,243 | $81,664-25.0% | $70,476-13.1% | $158,966-61.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.86% | 208.59%-195.7pp | 109.12%-96.3pp | 302.95%-290.1pp |
| Employer contribution / active EE | $15,831 | $3,219+391.8% | $2,738+478.2% | $4,762+232.4% |
| Participant deferral / active EE | $10,935 | $4,556+140.0% | $3,710+194.7% | $5,983+82.8% |
| Admin fee / account holder | $544 | $6,197-91.2% | $3,847-85.9% | $11,250-95.2% |