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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 | $34,575 | $70,366-50.9% | $66,674-48.1% | $138,895-75.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.12% | 386.41%-372.3pp | 321.24%-307.1pp | 145.39%-131.3pp |
| Employer contribution / active EE | $3,954 | $2,765+43.0% | $2,620+50.9% | $4,194-5.7% |
| Participant deferral / active EE | $5,317 | $4,374+21.6% | $4,084+30.2% | $6,396-16.9% |
| Admin fee / account holder | $884 | $5,262-83.2% | $5,098-82.7% | $12,562-93.0% |