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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 | $38,500 | $106,247-63.8% | $96,515-60.1% | $139,466-72.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.63% | 38.47%-22.8pp | 35.73%-20.1pp | 373.66%-358.0pp |
| Employer contribution / active EE | $13,303 | $4,106+224.0% | $3,740+255.7% | $4,754+179.8% |
| Participant deferral / active EE | $7,389 | $5,456+35.4% | $4,880+51.4% | $6,712+10.1% |
| Admin fee / account holder | $18,181 | $7,885+130.6% | $6,735+169.9% | $11,409+59.4% |