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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 | $64,688 | $115,810-44.1% | $101,271-36.1% | $158,966-59.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.05% | 56.15%-38.1pp | 46.48%-28.4pp | 302.95%-284.9pp |
| Employer contribution / active EE | $12,592 | $4,175+201.6% | $3,660+244.0% | $4,762+164.4% |
| Participant deferral / active EE | $1,614 | $4,958-67.5% | $4,371-63.1% | $5,983-73.0% |
| Admin fee / account holder | $864 | $7,248-88.1% | $5,948-85.5% | $11,250-92.3% |