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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 | $56,862 | $127,273-55.3% | $109,895-48.3% | $167,518-66.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 11.27% | 22.97%-11.7pp | 29.46%-18.2pp | 478.71%-467.4pp |
| Employer contribution / active EE | $20,983 | $3,324+531.3% | $2,843+638.0% | $4,838+333.7% |
| Participant deferral / active EE | $14,071 | $4,515+211.6% | $4,049+247.5% | $6,342+121.9% |
| Admin fee / account holder | $377 | $7,117-94.7% | $6,067-93.8% | $12,312-96.9% |