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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 | $12,880 | $100,279-87.2% | $81,353-84.2% | $145,884-91.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 34.49%-21.2pp | 24.82%-11.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $13,258 | $2,979+345.0% | $2,464+438.1% | $4,662+184.4% |
| Participant deferral / active EE | $24,899 | $4,611+440.0% | $3,885+541.0% | $6,690+272.2% |
| Admin fee / account holder | $9,592 | $8,206+16.9% | $5,766+66.3% | $13,392-28.4% |