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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 | $33,141 | $117,846-71.9% | $102,434-67.6% | $145,884-77.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.72% | 31.90%-10.2pp | 29.46%-7.7pp | 551.85%-530.1pp |
| Employer contribution / active EE | $10,867 | $3,615+200.6% | $3,023+259.5% | $4,662+133.1% |
| Participant deferral / active EE | $7,116 | $5,733+24.1% | $5,055+40.8% | $6,690+6.4% |
| Admin fee / account holder | $771 | $13,356-94.2% | $9,462-91.8% | $13,392-94.2% |