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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 | $31,137 | $105,200-70.4% | $159,474-80.5% | $85,847-63.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.01% | 45.08%-29.1pp | 263.68%-247.7pp | 318.61%-302.6pp |
| Employer contribution / active EE | $4,973 | $3,319+49.8% | $4,831+2.9% | $2,565+93.8% |
| Participant deferral / active EE | $7,876 | $5,946+32.5% | $7,353+7.1% | $3,952+99.3% |
| Admin fee / account holder | $476 | $6,934-93.1% | $10,802-95.6% | $6,261-92.4% |