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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 | $34,702 | $106,247-67.3% | $96,515-64.0% | $139,466-75.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.65% | 38.47%-15.8pp | 35.73%-13.1pp | 373.66%-351.0pp |
| Employer contribution / active EE | $6,255 | $4,106+52.3% | $3,740+67.3% | $4,754+31.6% |
| Participant deferral / active EE | $7,615 | $5,456+39.6% | $4,880+56.1% | $6,712+13.5% |
| Admin fee / account holder | $475 | $7,885-94.0% | $6,735-92.9% | $11,409-95.8% |