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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 | $37,980 | $103,038-63.1% | $90,324-58.0% | $152,909-75.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.85% | 95.25%-77.4pp | 78.15%-60.3pp | 345.46%-327.6pp |
| Employer contribution / active EE | $1,361 | $3,141-56.7% | $2,856-52.3% | $4,764-71.4% |
| Participant deferral / active EE | $6,934 | $4,282+61.9% | $3,885+78.5% | $5,851+18.5% |
| Admin fee / account holder | $10,239 | $6,177+65.7% | $5,356+91.2% | $11,601-11.7% |