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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 | $51,802 | $103,008-49.7% | $90,304-42.6% | $152,897-66.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.16% | 95.22%-76.1pp | 78.13%-59.0pp | 345.43%-326.3pp |
| Employer contribution / active EE | $3,268 | $3,139+4.1% | $2,855+14.5% | $4,764-31.4% |
| Participant deferral / active EE | $832 | $4,281-80.6% | $3,885-78.6% | $5,851-85.8% |
| Admin fee / account holder | $2,105 | $6,175-65.9% | $5,354-60.7% | $11,599-81.9% |