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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 | $70,618 | $172,111-59.0% | $150,298-53.0% | $137,256-48.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.06% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $12,000 | $4,636+158.8% | $4,154+188.9% | $4,156+188.7% |
| Participant deferral / active EE | $15,000 | $6,166+143.3% | $5,453+175.1% | $6,407+134.1% |
| Admin fee / account holder | $1,252 | $16,471-92.4% | $14,116-91.1% | $12,270-89.8% |