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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 | $34,758 | $52,353-33.6% | $120,225-71.1% | $82,448-57.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 22.65% | 61.85%-39.2pp | 439.23%-416.6pp | 41.64%-19.0pp |
| Employer contribution / active EE | $3,910 | $1,510+158.9% | $3,475+12.5% | $2,551+53.3% |
| Participant deferral / active EE | $7,951 | $2,627+202.7% | $3,999+98.8% | $4,139+92.1% |
| Admin fee / account holder | $3,995 | $4,363-8.4% | $5,696-29.9% | $7,234-44.8% |