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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 | $58,810 | $69,118-14.9% | $53,647+9.6% | $138,895-57.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 15.22% | 248.26%-233.0pp | 358.33%-343.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $17,069 | $1,189+1335.0% | $962+1674.2% | $4,194+307.0% |
| Participant deferral / active EE | $10,333 | $2,274+354.4% | $1,813+469.9% | $6,396+61.6% |
| Admin fee / account holder | $2,854 | $2,724+4.8% | $2,460+16.0% | $12,562-77.3% |