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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 | $31,275 | $92,219-66.1% | $76,768-59.3% | $135,379-76.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 31.90% | 5.46%+26.4pp | 2.43%+29.5pp | 519.79%-487.9pp |
| Employer contribution / active EE | $6,540 | $3,216+103.4% | $2,485+163.2% | $4,779+36.9% |
| Participant deferral / active EE | $6,225 | $4,508+38.1% | $3,852+61.6% | $5,609+11.0% |
| Admin fee / account holder | $357 | $10,749-96.7% | $6,675-94.6% | $10,828-96.7% |