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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 | $48,306 | $201,344-76.0% | $184,243-73.8% | $145,877-66.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.57% | 29.01%-18.4pp | 28.82%-18.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $46,000 | $7,022+555.0% | $6,427+615.7% | $4,663+886.5% |
| Participant deferral / active EE | $30,500 | $9,807+211.0% | $9,132+234.0% | $6,691+355.9% |
| Admin fee / account holder | $1,723,728 | $16,382+10422.2% | $13,914+12288.8% | $13,402+12761.6% |