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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 | $32,410 | $100,279-67.7% | $81,353-60.2% | $145,884-77.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.94% | 34.49%-15.5pp | 24.82%-5.9pp | 551.85%-532.9pp |
| Employer contribution / active EE | $13,027 | $2,979+337.3% | $2,464+428.7% | $4,662+179.4% |
| Participant deferral / active EE | $7,226 | $4,611+56.7% | $3,885+86.0% | $6,690+8.0% |
| Admin fee / account holder | $563 | $8,206-93.1% | $5,766-90.2% | $13,392-95.8% |