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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 | $117,904-66.8% | $102,457-61.8% | $145,978-73.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.57% | 31.80%-10.2pp | 29.41%-7.8pp | 550.52%-528.9pp |
| Employer contribution / active EE | $14,992 | $3,613+314.9% | $3,022+396.1% | $4,662+221.6% |
| Participant deferral / active EE | $29,821 | $5,733+420.1% | $5,054+490.0% | $6,690+345.8% |
| Admin fee / account holder | $7,747 | $13,329-41.9% | $9,451-18.0% | $13,400-42.2% |