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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 | $26,302 | $103,008-74.5% | $90,304-70.9% | $152,897-82.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 12.46% | 95.22%-82.8pp | 78.13%-65.7pp | 345.43%-333.0pp |
| Employer contribution / active EE | $3,915 | $3,139+24.7% | $2,855+37.1% | $4,764-17.8% |
| Participant deferral / active EE | $2,107 | $4,281-50.8% | $3,885-45.8% | $5,851-64.0% |
| Admin fee / account holder | $1,835 | $6,175-70.3% | $5,354-65.7% | $11,599-84.2% |