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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 | $23,701 | $118,869-80.1% | $96,575-75.5% | $167,518-85.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.09% | 50.49%-34.4pp | 37.79%-21.7pp | 478.71%-462.6pp |
| Employer contribution / active EE | $3,129 | $3,120+0.3% | $2,357+32.7% | $4,838-35.3% |
| Participant deferral / active EE | $7,017 | $4,616+52.0% | $3,849+82.3% | $6,342+10.6% |
| Admin fee / account holder | $347 | $8,067-95.7% | $6,182-94.4% | $12,312-97.2% |