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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 | $37,439 | $201,372-81.4% | $184,260-79.7% | $145,884-74.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.22% | 29.04%-18.8pp | 28.84%-18.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $19,208 | $7,024+173.5% | $6,427+198.8% | $4,662+312.0% |
| Participant deferral / active EE | $11,207 | $9,808+14.3% | $9,133+22.7% | $6,690+67.5% |
| Admin fee / account holder | $27,940 | $16,362+70.8% | $13,898+101.0% | $13,392+108.6% |