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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 | $25,218 | $135,956-81.5% | $123,894-79.6% | $273,972-90.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.06% | 56.63%-44.6pp | 47.52%-35.5pp | 41.46%-29.4pp |
| Employer contribution / active EE | $19,664 | $5,170+280.4% | $4,617+325.9% | $4,869+303.9% |
| Participant deferral / active EE | $35,147 | $6,343+454.1% | $5,984+487.3% | $5,287+564.8% |
| Admin fee / account holder | $434 | $9,817-95.6% | $8,357-94.8% | $10,133-95.7% |