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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 | $34,320 | $82,630-58.5% | $64,105-46.5% | $125,389-72.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 2.76% | 1489.72%-1487.0pp | 791.24%-788.5pp | 282.24%-279.5pp |
| Employer contribution / active EE | $416 | $2,671-84.4% | $1,820-77.2% | $4,866-91.5% |
| Participant deferral / active EE | $6,146 | $3,608+70.3% | $2,822+117.8% | $5,352+14.9% |
| Admin fee / account holder | $3,740 | $6,382-41.4% | $4,499-16.9% | $9,541-60.8% |