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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 | $93,845 | $71,809+30.7% | $61,048+53.7% | $152,897-38.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.5%+17.5pp |
| Annual return | 19.68% | 29.74%-10.1pp | 26.18%-6.5pp | 345.43%-325.8pp |
| Employer contribution / active EE | $13,328 | $4,545+193.3% | $3,716+258.6% | $4,764+179.8% |
| Participant deferral / active EE | $21,609 | $5,467+295.3% | $4,470+383.4% | $5,851+269.3% |
| Admin fee / account holder | $37,637 | $4,750+692.4% | $3,728+909.7% | $11,599+224.5% |