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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 | $42,896 | $124,351-65.5% | $109,188-60.7% | $167,553-74.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.95% | 26.04%-12.1pp | 25.76%-11.8pp | 478.89%-464.9pp |
| Employer contribution / active EE | $26,848 | $4,210+537.8% | $3,723+621.1% | $4,840+454.8% |
| Participant deferral / active EE | $20,262 | $5,257+285.4% | $4,654+335.4% | $6,343+219.5% |
| Admin fee / account holder | $306 | $7,975-96.2% | $6,755-95.5% | $12,316-97.5% |