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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 | $33,070 | $152,619-78.3% | $125,195-73.6% | $152,909-78.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.15% | 54.85%-42.7pp | 43.79%-31.6pp | 345.46%-333.3pp |
| Employer contribution / active EE | $5,385 | $4,947+8.8% | $3,866+39.3% | $4,764+13.0% |
| Participant deferral / active EE | $10,305 | $5,869+75.6% | $4,937+108.7% | $5,851+76.1% |
| Admin fee / account holder | $470 | $13,437-96.5% | $9,704-95.2% | $11,601-96.0% |