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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 | $55,991 | $162,812-65.6% | $133,971-58.2% | $158,966-64.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.49% | 41.94%-28.4pp | 45.09%-31.6pp | 302.95%-289.5pp |
| Employer contribution / active EE | $12,968 | $4,976+160.6% | $3,919+230.9% | $4,762+172.3% |
| Participant deferral / active EE | $8,564 | $5,910+44.9% | $5,047+69.7% | $5,983+43.1% |
| Admin fee / account holder | $490 | $11,741-95.8% | $8,929-94.5% | $11,250-95.6% |