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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 | $34,043 | $58,311-41.6% | $81,882-58.4% | $80,959-58.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 53.11% | 41.85%+11.3pp | 779.47%-726.4pp | 35.67%+17.4pp |
| Employer contribution / active EE | $1,695 | $2,347-27.8% | $2,916-41.9% | $2,757-38.5% |
| Participant deferral / active EE | $3,739 | $3,287+13.8% | $4,323-13.5% | $4,300-13.1% |
| Admin fee / account holder | $652 | $4,752-86.3% | $7,360-91.1% | $6,925-90.6% |