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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 | $29,043 | $75,962-61.8% | $154,108-81.2% | $64,173-54.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 6.83% | 30.32%-23.5pp | 735.21%-728.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $4,429 | $3,350+32.2% | $5,298-16.4% | $2,381+86.0% |
| Participant deferral / active EE | $4,364 | $3,175+37.5% | $5,081-14.1% | $3,470+25.8% |
| Admin fee / account holder | $2,426 | $5,589-56.6% | $13,411-81.9% | $4,887-50.4% |