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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 | $34,014 | $70,684-51.9% | $169,390-79.9% | $75,173-54.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 0.00% | 36.38%-36.4pp | 406.07%-406.1pp | 160.72%-160.7pp |
| Employer contribution / active EE | $3,951 | $2,211+78.7% | $4,013-1.5% | $2,671+47.9% |
| Participant deferral / active EE | $9,347 | $4,310+116.9% | $6,222+50.2% | $4,126+126.5% |
| Admin fee / account holder | $1,788 | $5,404-66.9% | $9,015-80.2% | $5,651-68.4% |