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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 | $58,134 | $126,113-53.9% | $116,096-49.9% | $155,188-62.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 20.56% | 391.72%-371.2pp | 326.25%-305.7pp | 148.84%-128.3pp |
| Employer contribution / active EE | $3,442 | $2,672+28.8% | $2,503+37.5% | $4,248-19.0% |
| Participant deferral / active EE | $8,526 | $4,162+104.9% | $3,952+115.8% | $6,531+30.5% |
| Admin fee / account holder | $313 | $8,045-96.1% | $7,704-95.9% | $14,480-97.8% |