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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 | $125,629 | $275,752-54.4% | $256,809-51.1% | $198,609-36.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 10.61% | 34.81%-24.2pp | 32.73%-22.1pp | 202.70%-192.1pp |
| Employer contribution / active EE | $4,500 | $7,721-41.7% | $7,263-38.0% | $5,055-11.0% |
| Participant deferral / active EE | $20,500 | $10,037+104.2% | $9,520+115.3% | $6,977+193.8% |
| Admin fee / account holder | $9,080 | $25,716-64.7% | $25,146-63.9% | $19,030-52.3% |