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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 | $33,307 | $77,816-57.2% | $123,552-73.0% | $64,173-48.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 31.61% | 12.49%+19.1pp | 119.20%-87.6pp | 7.63%+24.0pp |
| Employer contribution / active EE | $6,048 | $3,014+100.7% | $4,628+30.7% | $2,381+154.0% |
| Participant deferral / active EE | $5,758 | $5,240+9.9% | $6,426-10.4% | $3,470+66.0% |
| Admin fee / account holder | $586 | $5,519-89.4% | $9,285-93.7% | $4,887-88.0% |