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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 | $76,672 | $106,923-28.3% | $84,023-8.7% | $152,909-49.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 15.70% | 105.02%-89.3pp | 71.32%-55.6pp | 345.46%-329.8pp |
| Employer contribution / active EE | $15,518 | $2,735+467.3% | $1,984+682.2% | $4,764+225.7% |
| Participant deferral / active EE | $6,573 | $4,013+63.8% | $3,239+102.9% | $5,851+12.3% |
| Admin fee / account holder | $4,599 | $8,289-44.5% | $6,102-24.6% | $11,601-60.4% |