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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 | $25,316 | $103,038-75.4% | $90,324-72.0% | $152,909-83.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.54% | 95.25%-68.7pp | 78.15%-51.6pp | 345.46%-318.9pp |
| Employer contribution / active EE | $2,100 | $3,141-33.1% | $2,856-26.5% | $4,764-55.9% |
| Participant deferral / active EE | $992 | $4,282-76.8% | $3,885-74.5% | $5,851-83.1% |
| Admin fee / account holder | $833 | $6,177-86.5% | $5,356-84.5% | $11,601-92.8% |