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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 | $50,374 | $228,352-77.9% | $185,827-72.9% | $158,950-68.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.63% | 40.81%-25.2pp | 35.96%-20.3pp | 302.91%-287.3pp |
| Employer contribution / active EE | $19,865 | $4,967+300.0% | $4,087+386.0% | $4,762+317.2% |
| Participant deferral / active EE | $13,000 | $6,416+102.6% | $5,633+130.8% | $5,983+117.3% |
| Admin fee / account holder | $628 | $11,867-94.7% | $9,502-93.4% | $11,248-94.4% |