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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 | $36,562 | $103,387-64.6% | $87,102-58.0% | $152,885-76.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.62% | 28.10%-10.5pp | 28.19%-10.6pp | 345.39%-327.8pp |
| Employer contribution / active EE | $5,797 | $3,221+80.0% | $2,521+129.9% | $4,763+21.7% |
| Participant deferral / active EE | $7,382 | $4,778+54.5% | $4,048+82.4% | $5,851+26.2% |
| Admin fee / account holder | $26,096 | $12,193+114.0% | $7,491+248.4% | $11,598+125.0% |