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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 | $85,304 | $114,119-25.3% | $107,187-20.4% | $138,895-38.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.21% | 273.21%-254.0pp | 204.55%-185.3pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,740 | $4,059-57.1% | $3,782-54.0% | $4,194-58.5% |
| Participant deferral / active EE | $22,500 | $5,538+306.3% | $5,096+341.5% | $6,396+251.8% |
| Admin fee / account holder | $1,250 | $10,024-87.5% | $9,162-86.4% | $12,562-90.0% |