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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 | $29,761 | $48,011-38.0% | $63,803-53.4% | $82,637-64.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 37.13% | 19.84%+17.3pp | 543.72%-506.6pp | 53.51%-16.4pp |
| Employer contribution / active EE | $3,740 | $1,904+96.5% | $2,532+47.7% | $2,552+46.5% |
| Participant deferral / active EE | $5,925 | $2,846+108.2% | $3,843+54.2% | $4,126+43.6% |
| Admin fee / account holder | $542 | $3,873-86.0% | $5,196-89.6% | $7,339-92.6% |