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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 | $96,227 | $103,038-6.6% | $90,324+6.5% | $152,909-37.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.38% | 95.25%-75.9pp | 78.15%-58.8pp | 345.46%-326.1pp |
| Employer contribution / active EE | $3,124 | $3,141-0.5% | $2,856+9.4% | $4,764-34.4% |
| Participant deferral / active EE | $1,864 | $4,282-56.5% | $3,885-52.0% | $5,851-68.1% |
| Admin fee / account holder | $2,100 | $6,177-66.0% | $5,356-60.8% | $11,601-81.9% |