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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 | $70,603 | $98,760-28.5% | $149,715-52.8% | $79,858-11.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.93% | 27.43%-10.5pp | 276.66%-259.7pp | 31.72%-14.8pp |
| Employer contribution / active EE | $12,728 | $3,217+295.7% | $4,645+174.0% | $2,471+415.1% |
| Participant deferral / active EE | $10,707 | $5,681+88.5% | $6,842+56.5% | $3,740+186.3% |
| Admin fee / account holder | $3,259 | $6,053-46.2% | $9,310-65.0% | $5,306-38.6% |