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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 | $64,057 | $114,013-43.8% | $103,693-38.2% | $155,188-58.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 10.41% | 49.31%-38.9pp | 47.61%-37.2pp | 148.84%-138.4pp |
| Employer contribution / active EE | $15,166 | $3,131+384.3% | $2,920+419.3% | $4,248+257.0% |
| Participant deferral / active EE | $14,165 | $4,970+185.0% | $4,579+209.3% | $6,531+116.9% |
| Admin fee / account holder | $731 | $8,407-91.3% | $7,858-90.7% | $14,480-95.0% |