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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 | $73,638 | $197,594-62.7% | $177,822-58.6% | $158,931-53.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.20% | 58.76%-49.6pp | 48.32%-39.1pp | 302.86%-293.7pp |
| Employer contribution / active EE | $19,000 | $6,697+183.7% | $5,918+221.0% | $4,761+299.0% |
| Participant deferral / active EE | $11,511 | $8,405+37.0% | $7,714+49.2% | $5,982+92.4% |
| Admin fee / account holder | $2,843 | $15,400-81.5% | $12,428-77.1% | $11,247-74.7% |