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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 | $34,837 | $102,638-66.1% | $81,982-57.5% | $158,982-78.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 15.31% | 61.05%-45.7pp | 41.31%-26.0pp | 302.99%-287.7pp |
| Employer contribution / active EE | $5,294 | $3,241+63.3% | $2,498+111.9% | $4,763+11.1% |
| Participant deferral / active EE | $4,211 | $4,649-9.4% | $3,722+13.1% | $5,983-29.6% |
| Admin fee / account holder | $904 | $8,237-89.0% | $5,665-84.0% | $11,252-92.0% |