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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 | $61,765 | $103,000-40.0% | $90,300-31.6% | $152,885-59.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.02% | 95.19%-71.2pp | 78.11%-54.1pp | 345.39%-321.4pp |
| Employer contribution / active EE | $5,553 | $3,138+76.9% | $2,854+94.6% | $4,763+16.6% |
| Participant deferral / active EE | $3,790 | $4,281-11.5% | $3,884-2.4% | $5,851-35.2% |
| Admin fee / account holder | $357 | $6,173-94.2% | $5,353-93.3% | $11,598-96.9% |