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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 | $34,445 | $89,367-61.5% | $141,191-75.6% | $72,975-52.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 132.20% | 111.87%+20.3pp | 71.41%+60.8pp | 81.01%+51.2pp |
| Employer contribution / active EE | $2,946 | $3,115-5.4% | $4,736-37.8% | $2,440+20.7% |
| Participant deferral / active EE | $6,614 | $5,419+22.1% | $6,710-1.4% | $3,608+83.3% |
| Admin fee / account holder | $765 | $5,957-87.2% | $10,264-92.5% | $5,124-85.1% |