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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 | $63,063 | $141,004-55.3% | $112,273-43.8% | $139,466-54.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.59% | 32.75%-7.2pp | 30.23%-4.6pp | 373.66%-348.1pp |
| Employer contribution / active EE | $17,518 | $4,285+308.8% | $3,431+410.5% | $4,754+268.5% |
| Participant deferral / active EE | $13,380 | $5,878+127.6% | $4,800+178.8% | $6,712+99.3% |
| Admin fee / account holder | $699 | $9,959-93.0% | $7,752-91.0% | $11,409-93.9% |