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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 | $62,793 | $228,352-72.5% | $185,827-66.2% | $158,950-60.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.98% | 40.81%-24.8pp | 35.96%-20.0pp | 302.91%-286.9pp |
| Employer contribution / active EE | $20,000 | $4,967+302.7% | $4,087+389.3% | $4,762+320.0% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,355 | $11,867-71.7% | $9,502-64.7% | $11,248-70.2% |