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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 | $110,337-62.3% | $102,383-59.4% | $145,877-71.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.18% | 24.83%-12.7pp | 24.94%-12.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $12,866 | $4,216+205.2% | $3,870+232.4% | $4,663+175.9% |
| Participant deferral / active EE | $10,429 | $5,621+85.6% | $5,060+106.1% | $6,691+55.9% |
| Admin fee / account holder | $1,144 | $9,750-88.3% | $8,391-86.4% | $13,402-91.5% |