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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 | $100,147-87.1% | $81,286-84.2% | $145,877-91.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 34.44%-21.1pp | 24.80%-11.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $13,258 | $2,977+345.3% | $2,463+438.3% | $4,663+184.3% |
| Participant deferral / active EE | $24,899 | $4,607+440.4% | $3,883+541.2% | $6,691+272.2% |
| Admin fee / account holder | $9,592 | $8,201+17.0% | $5,764+66.4% | $13,402-28.4% |