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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 | $71,740 | $162,821-55.9% | $133,978-46.5% | $158,982-54.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 25.12% | 41.95%-16.8pp | 45.10%-20.0pp | 302.99%-277.9pp |
| Employer contribution / active EE | $15,972 | $4,976+221.0% | $3,919+307.5% | $4,763+235.3% |
| Participant deferral / active EE | $4,075 | $5,910-31.0% | $5,047-19.3% | $5,983-31.9% |
| Admin fee / account holder | $36,309 | $11,742+209.2% | $8,930+306.6% | $11,252+222.7% |