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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 | $22,389 | $154,365-85.5% | $130,231-82.8% | $139,456-83.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 14.84% | 30.34%-15.5pp | 38.77%-23.9pp | 373.45%-358.6pp |
| Employer contribution / active EE | $23,703 | $5,170+358.5% | $4,126+474.5% | $4,753+398.7% |
| Participant deferral / active EE | $31,924 | $8,498+275.6% | $6,799+369.6% | $6,711+375.7% |
| Admin fee / account holder | $9,083 | $9,214-1.4% | $6,020+50.9% | $11,407-20.4% |