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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 | $56,146 | $162,821-65.5% | $133,978-58.1% | $158,982-64.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.24% | 41.95%-26.7pp | 45.10%-29.9pp | 302.99%-287.8pp |
| Employer contribution / active EE | $11,549 | $4,976+132.1% | $3,919+194.7% | $4,763+142.5% |
| Participant deferral / active EE | $6,601 | $5,910+11.7% | $5,047+30.8% | $5,983+10.3% |
| Admin fee / account holder | $468 | $11,742-96.0% | $8,930-94.8% | $11,252-95.8% |