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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 | $34,675 | $154,209-77.5% | $130,062-73.3% | $139,487-75.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.50% | 32.52%-19.0pp | -137.37%+150.9pp | 373.84%-360.3pp |
| Employer contribution / active EE | $6,985 | $5,292+32.0% | $4,322+61.6% | $4,755+46.9% |
| Participant deferral / active EE | $14,158 | $6,709+111.0% | $5,821+143.2% | $6,713+110.9% |
| Admin fee / account holder | $25,506 | $13,988+82.3% | $10,601+140.6% | $11,407+123.6% |