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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 | $49,359 | $93,598-47.3% | $135,974-63.7% | $75,173-34.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 29.24% | 30.89%-1.7pp | 68.30%-39.1pp | 160.72%-131.5pp |
| Employer contribution / active EE | $6,641 | $3,538+87.7% | $4,859+36.7% | $2,671+148.7% |
| Participant deferral / active EE | $16,317 | $6,405+154.7% | $7,760+110.3% | $4,126+295.4% |
| Admin fee / account holder | $883 | $6,978-87.3% | $10,767-91.8% | $5,651-84.4% |