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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 | $37,811 | $106,280-64.4% | $96,538-60.8% | $139,487-72.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.02% | 38.48%-23.5pp | 35.74%-20.7pp | 373.84%-358.8pp |
| Employer contribution / active EE | $9,345 | $4,107+127.5% | $3,740+149.9% | $4,755+96.6% |
| Participant deferral / active EE | $9,308 | $5,457+70.6% | $4,880+90.7% | $6,713+38.7% |
| Admin fee / account holder | $350 | $7,888-95.6% | $6,737-94.8% | $11,407-96.9% |