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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 | $24,865 | $102,609-75.8% | $98,090-74.7% | $138,895-82.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 15.95% | 36.44%-20.5pp | 37.05%-21.1pp | 145.39%-129.4pp |
| Employer contribution / active EE | $23,715 | $3,867+513.2% | $3,606+557.6% | $4,194+465.4% |
| Participant deferral / active EE | $13,800 | $8,167+69.0% | $7,845+75.9% | $6,396+115.8% |
| Admin fee / account holder | $496,266 | $11,434+4240.2% | $11,815+4100.3% | $12,562+3850.5% |