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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 | $34,872 | $92,219-62.2% | $76,767-54.6% | $135,380-74.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 30.97% | 5.46%+25.5pp | 2.43%+28.5pp | 519.81%-488.8pp |
| Employer contribution / active EE | $10,322 | $3,216+221.0% | $2,485+315.3% | $4,779+116.0% |
| Participant deferral / active EE | $6,584 | $4,508+46.0% | $3,852+70.9% | $5,609+17.4% |
| Admin fee / account holder | $304 | $10,749-97.2% | $6,675-95.4% | $10,828-97.2% |