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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 | $15,427 | $103,008-85.0% | $90,304-82.9% | $152,897-89.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.39% | 95.22%-76.8pp | 78.13%-59.7pp | 345.43%-327.0pp |
| Employer contribution / active EE | $1,681 | $3,139-46.5% | $2,855-41.1% | $4,764-64.7% |
| Participant deferral / active EE | $1,269 | $4,281-70.4% | $3,885-67.3% | $5,851-78.3% |
| Admin fee / account holder | $1,184 | $6,175-80.8% | $5,354-77.9% | $11,599-89.8% |