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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 | $34,459 | $72,071-52.2% | $68,368-49.6% | $137,256-74.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.32% | 353.14%-331.8pp | 292.57%-271.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,712 | $2,788-2.7% | $2,649+2.4% | $4,156-34.8% |
| Participant deferral / active EE | $6,472 | $4,410+46.8% | $4,123+57.0% | $6,407+1.0% |
| Admin fee / account holder | $2,042 | $5,336-61.7% | $5,150-60.4% | $12,270-83.4% |