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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 | $34,839 | $103,008-66.2% | $90,304-61.4% | $152,897-77.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.54% | 95.22%-78.7pp | 78.13%-61.6pp | 345.43%-328.9pp |
| Employer contribution / active EE | $1,953 | $3,139-37.8% | $2,855-31.6% | $4,764-59.0% |
| Participant deferral / active EE | $2,921 | $4,281-31.8% | $3,885-24.8% | $5,851-50.1% |
| Admin fee / account holder | $4,607 | $6,175-25.4% | $5,354-13.9% | $11,599-60.3% |