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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 | $26,293 | $162,967-83.9% | $135,792-80.6% | $138,895-81.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 19.40% | 30.08%-10.7pp | 25.96%-6.6pp | 145.39%-126.0pp |
| Employer contribution / active EE | $12,639 | $4,211+200.1% | $3,496+261.6% | $4,194+201.3% |
| Participant deferral / active EE | $43,500 | $5,640+671.2% | $4,759+814.0% | $6,396+580.1% |
| Admin fee / account holder | $453,968 | $15,306+2865.9% | $12,266+3601.2% | $12,562+3513.8% |