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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 | $79,762 | $124,314-35.8% | $109,163-26.9% | $167,518-52.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.63% | 26.04%-15.4pp | 25.75%-15.1pp | 478.71%-468.1pp |
| Employer contribution / active EE | $22,125 | $4,209+425.7% | $3,723+494.4% | $4,838+357.3% |
| Participant deferral / active EE | $11,500 | $5,256+118.8% | $4,654+147.1% | $6,342+81.3% |
| Admin fee / account holder | $382 | $7,973-95.2% | $6,754-94.3% | $12,312-96.9% |