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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 | $58,440 | $116,203-49.7% | $93,621-37.6% | $152,897-61.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 23.12% | 35.96%-12.8pp | 32.76%-9.6pp | 345.43%-322.3pp |
| Employer contribution / active EE | $10,352 | $3,219+221.6% | $2,719+280.8% | $4,764+117.3% |
| Participant deferral / active EE | $6,408 | $4,605+39.2% | $4,070+57.5% | $5,851+9.5% |
| Admin fee / account holder | $1,638 | $10,751-84.8% | $7,890-79.2% | $11,599-85.9% |