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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 | $34,044 | $99,079-65.6% | $78,002-56.4% | $273,972-87.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 22.39% | 217.93%-195.5pp | 425.99%-403.6pp | 41.46%-19.1pp |
| Employer contribution / active EE | $3,359 | $3,308+1.6% | $2,470+36.0% | $4,869-31.0% |
| Participant deferral / active EE | $6,525 | $4,306+51.5% | $3,497+86.6% | $5,287+23.4% |
| Admin fee / account holder | $1,570 | $8,954-82.5% | $5,481-71.4% | $10,133-84.5% |