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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 | $106,280-60.8% | $96,538-56.8% | $139,487-70.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.25% | 38.48%-23.2pp | 35.74%-20.5pp | 373.84%-358.6pp |
| Employer contribution / active EE | $16,475 | $4,107+301.1% | $3,740+340.5% | $4,755+246.5% |
| Participant deferral / active EE | $11,678 | $5,457+114.0% | $4,880+139.3% | $6,713+74.0% |
| Admin fee / account holder | $370 | $7,888-95.3% | $6,737-94.5% | $11,407-96.8% |