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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 | $72,315 | $117,904-38.7% | $102,457-29.4% | $145,978-50.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.57% | 31.80%-20.2pp | 29.41%-17.8pp | 550.52%-538.9pp |
| Employer contribution / active EE | $11,313 | $3,613+213.1% | $3,022+274.3% | $4,662+142.7% |
| Participant deferral / active EE | $7,951 | $5,733+38.7% | $5,054+57.3% | $6,690+18.9% |
| Admin fee / account holder | $920 | $13,329-93.1% | $9,451-90.3% | $13,400-93.1% |