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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 | $33,713 | $95,664-64.8% | $76,902-56.2% | $139,487-75.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 35.16% | 55.03%-19.9pp | 37.91%-2.8pp | 373.84%-338.7pp |
| Employer contribution / active EE | $3,356 | $3,147+6.7% | $2,534+32.5% | $4,755-29.4% |
| Participant deferral / active EE | $5,311 | $4,626+14.8% | $3,833+38.5% | $6,713-20.9% |
| Admin fee / account holder | $556 | $8,311-93.3% | $5,479-89.8% | $11,407-95.1% |