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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 | $30,789 | $96,236-68.0% | $136,072-77.4% | $80,935-62.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 15.65% | 28.74%-13.1pp | 580.46%-564.8pp | 35.66%-20.0pp |
| Employer contribution / active EE | $5,818 | $3,350+73.6% | $4,216+38.0% | $2,757+111.0% |
| Participant deferral / active EE | $5,387 | $5,709-5.6% | $7,028-23.3% | $4,299+25.3% |
| Admin fee / account holder | $569 | $8,250-93.1% | $6,718-91.5% | $6,924-91.8% |