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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 | $19,176 | $70,366-72.7% | $66,674-71.2% | $138,895-86.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.24% | 386.41%-373.2pp | 321.24%-308.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $22,092 | $2,765+699.0% | $2,620+743.2% | $4,194+426.7% |
| Participant deferral / active EE | $23,532 | $4,374+438.0% | $4,084+476.2% | $6,396+267.9% |
| Admin fee / account holder | $34,581 | $5,262+557.1% | $5,098+578.3% | $12,562+175.3% |