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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 | $32,937 | $118,708-72.3% | $98,920-66.7% | $158,966-79.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.62% | 372.49%-364.9pp | 196.47%-188.8pp | 302.95%-295.3pp |
| Employer contribution / active EE | $6,901 | $3,334+107.0% | $2,689+156.6% | $4,762+44.9% |
| Participant deferral / active EE | $6,838 | $5,089+34.4% | $4,245+61.1% | $5,983+14.3% |
| Admin fee / account holder | $35,714 | $10,134+252.4% | $6,643+437.6% | $11,250+217.5% |