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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 | $89,225 | $112,729-20.9% | $98,716-9.6% | $137,256-35.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.75% | 38.48%-18.7pp | 31.81%-12.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $11,074 | $2,725+306.3% | $2,279+386.0% | $4,156+166.5% |
| Participant deferral / active EE | $31,000 | $4,640+568.1% | $4,048+665.9% | $6,407+383.9% |
| Admin fee / account holder | $328 | $10,129-96.8% | $8,703-96.2% | $12,270-97.3% |