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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 | $41,583 | $110,410-62.3% | $102,437-59.4% | $145,897-71.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.18% | 24.85%-12.7pp | 24.95%-12.8pp | 552.29%-540.1pp |
| Employer contribution / active EE | $12,866 | $4,217+205.1% | $3,871+232.4% | $4,663+175.9% |
| Participant deferral / active EE | $10,429 | $5,622+85.5% | $5,060+106.1% | $6,689+55.9% |
| Admin fee / account holder | $1,144 | $9,745-88.3% | $8,388-86.4% | $13,390-91.5% |