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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 | $34,407 | $102,828-66.5% | $105,387-67.4% | $152,897-77.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 32.17% | 20.85%+11.3pp | 26.82%+5.3pp | 345.43%-313.3pp |
| Employer contribution / active EE | $12,354 | $4,473+176.2% | $4,213+193.2% | $4,764+159.3% |
| Participant deferral / active EE | $8,489 | $5,465+55.3% | $5,502+54.3% | $5,851+45.1% |
| Admin fee / account holder | $341 | $8,683-96.1% | $6,559-94.8% | $11,599-97.1% |