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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 | $41,675 | $106,236-60.8% | $96,496-56.8% | $139,427-70.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.25% | 38.43%-23.2pp | 35.70%-20.5pp | 373.27%-358.0pp |
| Employer contribution / active EE | $16,475 | $4,104+301.4% | $3,738+340.7% | $4,752+246.7% |
| Participant deferral / active EE | $11,678 | $5,455+114.1% | $4,879+139.4% | $6,711+74.0% |
| Admin fee / account holder | $370 | $7,879-95.3% | $6,731-94.5% | $11,404-96.8% |