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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 | $31,080 | $100,073-68.9% | $85,126-63.5% | $145,877-78.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.21% | 84.11%-72.9pp | 66.63%-55.4pp | 551.28%-540.1pp |
| Employer contribution / active EE | $4,127 | $3,236+27.5% | $2,731+51.1% | $4,663-11.5% |
| Participant deferral / active EE | $2,629 | $5,294-50.3% | $4,523-41.9% | $6,691-60.7% |
| Admin fee / account holder | $625 | $7,261-91.4% | $6,160-89.9% | $13,402-95.3% |