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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 | $37,770 | $117,846-68.0% | $102,434-63.1% | $145,884-74.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 30.65% | 31.90%-1.2pp | 29.46%+1.2pp | 551.85%-521.2pp |
| Employer contribution / active EE | $18,071 | $3,615+399.9% | $3,023+497.7% | $4,662+287.6% |
| Participant deferral / active EE | $20,487 | $5,733+257.3% | $5,055+305.3% | $6,690+206.2% |
| Admin fee / account holder | $36,363 | $13,356+172.3% | $9,462+284.3% | $13,392+171.5% |