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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 | $57,170 | $116,190-50.8% | $93,614-38.9% | $152,885-62.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 24.31% | 35.96%-11.7pp | 32.76%-8.5pp | 345.39%-321.1pp |
| Employer contribution / active EE | $10,500 | $3,219+226.2% | $2,718+286.3% | $4,763+120.4% |
| Participant deferral / active EE | $6,454 | $4,604+40.2% | $4,069+58.6% | $5,851+10.3% |
| Admin fee / account holder | $531 | $10,749-95.1% | $7,889-93.3% | $11,598-95.4% |