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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 | $162,781-65.5% | $133,956-58.1% | $158,931-64.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.24% | 41.94%-26.7pp | 45.09%-29.9pp | 302.86%-287.6pp |
| Employer contribution / active EE | $11,549 | $4,975+132.1% | $3,919+194.7% | $4,761+142.6% |
| Participant deferral / active EE | $6,601 | $5,911+11.7% | $5,048+30.8% | $5,982+10.3% |
| Admin fee / account holder | $468 | $11,736-96.0% | $8,927-94.8% | $11,247-95.8% |