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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 | $60,139-42.1% | $90,461-61.5% | $79,856-56.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.17% | 71.96%-53.8pp | 1294.76%-1276.6pp | 31.71%-13.5pp |
| Employer contribution / active EE | $3,308 | $2,069+59.9% | $3,264+1.4% | $2,471+33.9% |
| Participant deferral / active EE | $6,084 | $2,939+107.0% | $3,964+53.5% | $3,741+62.6% |
| Admin fee / account holder | $3,608 | $3,978-9.3% | $5,617-35.8% | $5,306-32.0% |