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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 | $39,365 | $201,370-80.5% | $184,256-78.6% | $145,897-73.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.78% | 29.05%-5.3pp | 28.85%-5.1pp | 552.29%-528.5pp |
| Employer contribution / active EE | $24,666 | $7,024+251.2% | $6,427+283.8% | $4,663+429.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $423 | $16,364-97.4% | $13,899-97.0% | $13,390-96.8% |