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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 | $45,163 | $197,625-77.1% | $177,840-74.6% | $158,966-71.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.99% | 58.76%-51.8pp | 48.32%-41.3pp | 302.95%-296.0pp |
| Employer contribution / active EE | $27,177 | $6,698+305.7% | $5,919+359.2% | $4,762+470.7% |
| Participant deferral / active EE | $15,156 | $8,405+80.3% | $7,714+96.5% | $5,983+153.3% |
| Admin fee / account holder | $4,029 | $15,405-73.8% | $12,431-67.6% | $11,250-64.2% |