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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 | $31,529 | $70,418-55.2% | $96,570-67.4% | $85,847-63.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 15.60% | 18.59%-3.0pp | 37.79%-22.2pp | 318.61%-303.0pp |
| Employer contribution / active EE | $3,350 | $1,413+137.0% | $2,357+42.1% | $2,565+30.6% |
| Participant deferral / active EE | $7,549 | $2,894+160.9% | $3,849+96.1% | $3,952+91.0% |
| Admin fee / account holder | $493 | $4,995-90.1% | $6,182-92.0% | $6,261-92.1% |