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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 | $50,554-41.1% | $67,681-56.0% | $87,485-66.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 37.13% | 17.81%+19.3pp | 590.58%-553.5pp | 26.06%+11.1pp |
| Employer contribution / active EE | $3,740 | $1,988+88.1% | $2,678+39.6% | $2,596+44.0% |
| Participant deferral / active EE | $5,925 | $2,961+100.1% | $3,976+49.0% | $4,274+38.6% |
| Admin fee / account holder | $542 | $4,132-86.9% | $6,100-91.1% | $7,775-93.0% |