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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 | $39,920 | $65,034-38.6% | $90,970-56.1% | $79,856-50.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 53.19% | 30.45%+22.7pp | 134.60%-81.4pp | 31.71%+21.5pp |
| Employer contribution / active EE | $2,992 | $1,247+139.9% | $2,122+41.0% | $2,471+21.1% |
| Participant deferral / active EE | $6,777 | $2,512+169.8% | $3,373+100.9% | $3,741+81.2% |
| Admin fee / account holder | $309 | $4,536-93.2% | $5,961-94.8% | $5,306-94.2% |