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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 | $115,901-72.3% | $100,525-68.1% | $158,931-79.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.04% | 34.80%-22.8pp | 30.89%-18.8pp | 302.86%-290.8pp |
| Employer contribution / active EE | $8,725 | $4,104+112.6% | $3,418+155.3% | $4,761+83.2% |
| Participant deferral / active EE | $19,743 | $6,675+195.8% | $6,270+214.9% | $5,982+230.0% |
| Admin fee / account holder | $1,781 | $10,998-83.8% | $8,082-78.0% | $11,247-84.2% |