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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 | $29,133 | $82,674-64.8% | $125,381-76.8% | $68,486-57.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 5.14% | -5.97%+11.1pp | 572.31%-567.2pp | -7.85%+13.0pp |
| Employer contribution / active EE | $7,776 | $3,382+129.9% | $4,815+61.5% | $2,597+199.5% |
| Participant deferral / active EE | $7,449 | $6,111+21.9% | $7,4480% | $4,028+85.0% |
| Admin fee / account holder | $733 | $6,277-88.3% | $10,007-92.7% | $5,404-86.4% |