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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 | $32,079 | $115,917-72.3% | $100,535-68.1% | $158,982-79.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.04% | 34.80%-22.8pp | 30.90%-18.9pp | 302.99%-290.9pp |
| Employer contribution / active EE | $8,725 | $4,105+112.5% | $3,419+155.2% | $4,763+83.2% |
| Participant deferral / active EE | $19,743 | $6,677+195.7% | $6,271+214.8% | $5,983+230.0% |
| Admin fee / account holder | $1,781 | $11,002-83.8% | $8,085-78.0% | $11,252-84.2% |