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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 | $33,961 | $59,813-43.2% | $79,580-57.3% | $68,486-50.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 39.18% | -12.30%+51.5pp | 0.15%+39.0pp | -7.85%+47.0pp |
| Employer contribution / active EE | $4,060 | $1,505+169.7% | $2,413+68.2% | $2,597+56.3% |
| Participant deferral / active EE | $4,983 | $3,024+64.7% | $3,985+25.0% | $4,028+23.7% |
| Admin fee / account holder | $356 | $4,835-92.6% | $6,835-94.8% | $5,404-93.4% |