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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 | $74,272 | $157,829-52.9% | $136,867-45.7% | $198,609-62.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 17.95% | 51.25%-33.3pp | 42.97%-25.0pp | 202.70%-184.8pp |
| Employer contribution / active EE | $10,155 | $3,923+158.9% | $3,547+186.3% | $5,055+100.9% |
| Participant deferral / active EE | $10,500 | $5,463+92.2% | $4,924+113.3% | $6,977+50.5% |
| Admin fee / account holder | $791 | $11,107-92.9% | $10,340-92.3% | $19,030-95.8% |