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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 | $34,119 | $58,311-41.5% | $81,882-58.3% | $80,959-57.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 16.27% | 41.85%-25.6pp | 779.47%-763.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $6,589 | $2,347+180.8% | $2,916+126.0% | $2,757+139.0% |
| Participant deferral / active EE | $5,344 | $3,287+62.6% | $4,323+23.6% | $4,300+24.3% |
| Admin fee / account holder | $941 | $4,752-80.2% | $7,360-87.2% | $6,925-86.4% |