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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 | $92,776 | $94,749-2.1% | $112,899-17.8% | $139,456-33.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 25.89% | 40.92%-15.0pp | 34.11%-8.2pp | 373.45%-347.6pp |
| Employer contribution / active EE | $18,200 | $4,630+293.1% | $4,566+298.6% | $4,753+282.9% |
| Participant deferral / active EE | $25,000 | $6,517+283.6% | $6,516+283.7% | $6,711+272.5% |
| Admin fee / account holder | $380 | $8,530-95.5% | $7,047-94.6% | $11,407-96.7% |