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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 | $64,621 | $97,125-33.5% | $86,233-25.1% | $137,256-52.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.44% | 74.19%-54.7pp | 61.39%-41.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $21,126 | $2,841+643.5% | $2,504+743.6% | $4,156+408.3% |
| Participant deferral / active EE | $38,837 | $5,180+649.8% | $4,559+751.8% | $6,407+506.2% |
| Admin fee / account holder | $32,081 | $9,725+229.9% | $8,342+284.6% | $12,270+161.5% |