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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 | $31,596 | $77,920-59.5% | $149,723-78.9% | $75,177-58.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 33.59% | 31.72%+1.9pp | 134.50%-100.9pp | 160.75%-127.2pp |
| Employer contribution / active EE | $8,490 | $3,138+170.5% | $4,821+76.1% | $2,671+217.9% |
| Participant deferral / active EE | $8,415 | $3,411+146.7% | $5,682+48.1% | $4,126+103.9% |
| Admin fee / account holder | $338 | $5,951-94.3% | $13,215-97.4% | $5,651-94.0% |