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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 | $72,163 | $111,814-35.5% | $103,374-30.2% | $145,959-50.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 31.10% | 24.77%+6.3pp | 24.89%+6.2pp | 561.95%-530.8pp |
| Employer contribution / active EE | $12,500 | $4,214+196.6% | $3,869+223.1% | $4,661+168.2% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $375 | $9,754-96.2% | $8,394-95.5% | $13,398-97.2% |