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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 | $31,654 | $77,908-59.4% | $149,696-78.9% | $75,173-57.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.80% | 31.73%-12.9pp | 134.46%-115.7pp | 160.72%-141.9pp |
| Employer contribution / active EE | $7,713 | $3,138+145.8% | $4,821+60.0% | $2,671+188.8% |
| Participant deferral / active EE | $4,401 | $3,411+29.0% | $5,682-22.5% | $4,126+6.7% |
| Admin fee / account holder | $380 | $5,950-93.6% | $13,212-97.1% | $5,651-93.3% |