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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 | $19,663 | $103,038-80.9% | $90,324-78.2% | $152,909-87.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.99% | 95.25%-74.3pp | 78.15%-57.2pp | 345.46%-324.5pp |
| Employer contribution / active EE | $4,000 | $3,141+27.4% | $2,856+40.1% | $4,764-16.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,339 | $6,177-78.3% | $5,356-75.0% | $11,601-88.5% |