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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 | $31,060 | $85,171-63.5% | $172,752-82.0% | $72,975-57.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.12% | 27.32%-4.2pp | 802.97%-779.8pp | 81.01%-57.9pp |
| Employer contribution / active EE | $6,080 | $3,324+82.9% | $5,144+18.2% | $2,440+149.2% |
| Participant deferral / active EE | $3,395 | $3,260+4.1% | $5,198-34.7% | $3,608-5.9% |
| Admin fee / account holder | $995 | $5,880-83.1% | $13,955-92.9% | $5,124-80.6% |