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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 | $32,531 | $100,901-67.8% | $75,501-56.9% | $147,586-78.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 10.52% | 35.78%-25.3pp | 27.35%-16.8pp | 578.59%-568.1pp |
| Employer contribution / active EE | $7,539 | $3,253+131.7% | $2,352+220.6% | $4,876+54.6% |
| Participant deferral / active EE | $5,572 | $4,027+38.4% | $3,142+77.3% | $5,439+2.5% |
| Admin fee / account holder | $1,039 | $11,285-90.8% | $5,801-82.1% | $10,886-90.5% |