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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 | $96,136-68.0% | $135,987-77.4% | $80,925-62.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 15.65% | 28.70%-13.1pp | 580.01%-564.4pp | 35.65%-20.0pp |
| Employer contribution / active EE | $5,818 | $3,350+73.7% | $4,214+38.1% | $2,756+111.1% |
| Participant deferral / active EE | $5,387 | $5,706-5.6% | $7,027-23.3% | $4,299+25.3% |
| Admin fee / account holder | $569 | $8,236-93.1% | $6,716-91.5% | $6,940-91.8% |