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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 | $56,242 | $103,008-45.4% | $90,304-37.7% | $152,897-63.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.79% | 95.22%-74.4pp | 78.13%-57.3pp | 345.43%-324.6pp |
| Employer contribution / active EE | $4,749 | $3,139+51.3% | $2,855+66.4% | $4,764-0.3% |
| Participant deferral / active EE | $5,281 | $4,281+23.4% | $3,885+35.9% | $5,851-9.7% |
| Admin fee / account holder | $6,673 | $6,175+8.1% | $5,354+24.6% | $11,599-42.5% |