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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 | $37,564 | $103,385-63.7% | $87,104-56.9% | $152,870-75.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 26.89% | 28.10%-1.2pp | 28.19%-1.3pp | 345.34%-318.5pp |
| Employer contribution / active EE | $10,000 | $3,220+210.5% | $2,521+296.6% | $4,763+110.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,850-100.0% |
| Admin fee / account holder | $320 | $12,192-97.4% | $7,490-95.7% | $11,597-97.2% |