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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 | $58,258-41.6% | $81,820-58.4% | $80,925-57.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 53.11% | 41.76%+11.3pp | 777.93%-724.8pp | 35.65%+17.5pp |
| Employer contribution / active EE | $1,695 | $2,345-27.7% | $2,915-41.9% | $2,756-38.5% |
| Participant deferral / active EE | $3,739 | $3,284+13.9% | $4,323-13.5% | $4,299-13.0% |
| Admin fee / account holder | $652 | $4,976-86.9% | $7,391-91.2% | $6,940-90.6% |