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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 | $228,395-77.9% | $185,861-72.9% | $158,982-68.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.63% | 40.82%-25.2pp | 35.96%-20.3pp | 302.99%-287.4pp |
| Employer contribution / active EE | $19,865 | $4,968+299.9% | $4,088+385.9% | $4,763+317.1% |
| Participant deferral / active EE | $13,000 | $6,417+102.6% | $5,634+130.7% | $5,983+117.3% |
| Admin fee / account holder | $628 | $11,869-94.7% | $9,503-93.4% | $11,252-94.4% |