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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 | $18,676 | $103,038-81.9% | $90,324-79.3% | $152,909-87.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.23% | 95.25%-72.0pp | 78.15%-54.9pp | 345.46%-322.2pp |
| Employer contribution / active EE | $5,733 | $3,141+82.5% | $2,856+100.8% | $4,764+20.3% |
| Participant deferral / active EE | $6,063 | $4,282+41.6% | $3,885+56.0% | $5,851+3.6% |
| Admin fee / account holder | $522 | $6,177-91.6% | $5,356-90.3% | $11,601-95.5% |