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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 | $25,982 | $127,386-79.6% | $115,037-77.4% | $125,388-79.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 37.57% | 31.28%+6.3pp | 26.14%+11.4pp | 282.24%-244.7pp |
| Employer contribution / active EE | $12,522 | $5,166+142.4% | $4,608+171.7% | $4,866+157.3% |
| Participant deferral / active EE | $10,139 | $6,423+57.9% | $6,026+68.2% | $5,352+89.5% |
| Admin fee / account holder | $1,784 | $9,516-81.3% | $8,175-78.2% | $9,541-81.3% |