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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 | $22,306 | $103,000-78.3% | $90,300-75.3% | $152,885-85.4% |
| Participation rate | 95.8% | 75.9%+20.0pp | 73.3%+22.6pp | 82.5%+13.4pp |
| Annual return | 17.94% | 95.19%-77.3pp | 78.11%-60.2pp | 345.39%-327.5pp |
| Employer contribution / active EE | $4,763 | $3,138+51.8% | $2,854+66.9% | $4,7630% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,578 | $6,173-42.0% | $5,353-33.2% | $11,598-69.1% |