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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 | $39,144 | $117,829-66.8% | $102,423-61.8% | $145,877-73.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.57% | 31.83%-10.3pp | 29.42%-7.9pp | 551.28%-529.7pp |
| Employer contribution / active EE | $14,992 | $3,615+314.8% | $3,023+395.9% | $4,663+221.5% |
| Participant deferral / active EE | $29,821 | $5,732+420.2% | $5,054+490.0% | $6,691+345.7% |
| Admin fee / account holder | $7,747 | $13,335-41.9% | $9,455-18.1% | $13,402-42.2% |