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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 | $92,348 | $114,013-19.0% | $103,693-10.9% | $155,188-40.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 19.44% | 49.31%-29.9pp | 47.61%-28.2pp | 148.84%-129.4pp |
| Employer contribution / active EE | $6,480 | $3,131+106.9% | $2,920+121.9% | $4,248+52.6% |
| Participant deferral / active EE | $10,183 | $4,970+104.9% | $4,579+122.4% | $6,531+55.9% |
| Admin fee / account holder | $367 | $8,407-95.6% | $7,858-95.3% | $14,480-97.5% |