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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 | $34,899 | $106,247-67.2% | $96,515-63.8% | $139,466-75.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.98% | 38.47%-23.5pp | 35.73%-20.7pp | 373.66%-358.7pp |
| Employer contribution / active EE | $7,919 | $4,106+92.9% | $3,740+111.8% | $4,754+66.6% |
| Participant deferral / active EE | $5,624 | $5,456+3.1% | $4,880+15.3% | $6,712-16.2% |
| Admin fee / account holder | $320 | $7,885-95.9% | $6,735-95.2% | $11,409-97.2% |