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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 | $34,341 | $185,312-81.5% | $161,489-78.7% | $154,746-77.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.18% | 103.84%-91.7pp | 89.72%-77.5pp | 172.34%-160.2pp |
| Employer contribution / active EE | $43,177 | $4,769+805.3% | $4,268+911.6% | $4,379+886.0% |
| Participant deferral / active EE | $18,280 | $6,350+187.9% | $5,630+224.7% | $6,730+171.6% |
| Admin fee / account holder | $1,619,220 | $18,654+8580.0% | $16,006+10016.6% | $14,365+11171.8% |