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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 | $17,004 | $103,038-83.5% | $90,324-81.2% | $152,909-88.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.76% | 95.25%-74.5pp | 78.15%-57.4pp | 345.46%-324.7pp |
| Employer contribution / active EE | $2,086 | $3,141-33.6% | $2,856-27.0% | $4,764-56.2% |
| Participant deferral / active EE | $5,733 | $4,282+33.9% | $3,885+47.6% | $5,851-2.0% |
| Admin fee / account holder | $26,841 | $6,177+334.5% | $5,356+401.2% | $11,601+131.4% |