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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 | $59,518 | $72,071-17.4% | $68,368-12.9% | $137,256-56.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.08% | 353.14%-337.1pp | 292.57%-276.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $11,542 | $2,788+314.0% | $2,649+335.7% | $4,156+177.7% |
| Participant deferral / active EE | $9,233 | $4,410+109.4% | $4,123+124.0% | $6,407+44.1% |
| Admin fee / account holder | $565 | $5,336-89.4% | $5,150-89.0% | $12,270-95.4% |