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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 | $86,975 | $108,922-20.1% | $100,398-13.4% | $145,978-40.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.84% | 58.04%-43.2pp | 49.32%-34.5pp | 550.52%-535.7pp |
| Employer contribution / active EE | $13,299 | $4,426+200.5% | $3,946+237.0% | $4,662+185.3% |
| Participant deferral / active EE | $40,831 | $8,450+383.2% | $8,084+405.1% | $6,690+510.4% |
| Admin fee / account holder | $10,573 | $9,680+9.2% | $7,893+34.0% | $13,400-21.1% |