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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 | $60,663 | $162,821-62.7% | $133,978-54.7% | $158,982-61.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.49% | 41.95%-24.5pp | 45.10%-27.6pp | 302.99%-285.5pp |
| Employer contribution / active EE | $11,033 | $4,976+121.7% | $3,919+181.5% | $4,763+131.6% |
| Participant deferral / active EE | $9,272 | $5,910+56.9% | $5,047+83.7% | $5,983+55.0% |
| Admin fee / account holder | $2,186 | $11,742-81.4% | $8,930-75.5% | $11,252-80.6% |