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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 | $115,502 | $162,812-29.1% | $133,971-13.8% | $158,966-27.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 48.24% | 41.94%+6.3pp | 45.09%+3.1pp | 302.95%-254.7pp |
| Employer contribution / active EE | $34,963 | $4,976+602.6% | $3,919+792.2% | $4,762+634.1% |
| Participant deferral / active EE | $16,963 | $5,910+187.0% | $5,047+236.1% | $5,983+183.5% |
| Admin fee / account holder | $583 | $11,741-95.0% | $8,929-93.5% | $11,250-94.8% |