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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 | $30,326 | $98,766-69.3% | $149,730-79.7% | $79,852-62.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 29.64% | 27.43%+2.2pp | 276.70%-247.1pp | 31.72%-2.1pp |
| Employer contribution / active EE | $9,956 | $3,217+209.5% | $4,645+114.3% | $2,471+302.9% |
| Participant deferral / active EE | $7,946 | $5,681+39.9% | $6,843+16.1% | $3,740+112.4% |
| Admin fee / account holder | $1,465 | $6,052-75.8% | $9,310-84.3% | $5,306-72.4% |