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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 | $32,727 | $117,895-72.2% | $102,460-68.1% | $145,897-77.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.99% | 31.92%-7.9pp | 29.47%-5.5pp | 552.29%-528.3pp |
| Employer contribution / active EE | $10,250 | $3,619+183.2% | $3,025+238.8% | $4,663+119.8% |
| Participant deferral / active EE | $24,344 | $5,736+324.4% | $5,056+381.5% | $6,689+263.9% |
| Admin fee / account holder | $146,822 | $13,353+999.6% | $9,460+1452.0% | $13,390+996.5% |