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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 | $40,938 | $117,895-65.3% | $102,460-60.0% | $145,897-71.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.88% | 31.92%-12.0pp | 29.47%-9.6pp | 552.29%-532.4pp |
| Employer contribution / active EE | $22,044 | $3,619+509.1% | $3,025+628.7% | $4,663+372.8% |
| Participant deferral / active EE | $38,052 | $5,736+563.4% | $5,056+652.6% | $6,689+468.9% |
| Admin fee / account holder | $4,250 | $13,353-68.2% | $9,460-55.1% | $13,390-68.3% |