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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 | $21,779 | $108,897-80.0% | $100,378-78.3% | $145,877-85.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.67% | 58.17%-40.5pp | 49.41%-31.7pp | 551.28%-533.6pp |
| Employer contribution / active EE | $3,647 | $4,420-17.5% | $3,942-7.5% | $4,663-21.8% |
| Participant deferral / active EE | $5,462 | $8,455-35.4% | $8,087-32.5% | $6,691-18.4% |
| Admin fee / account holder | $1,622 | $9,690-83.3% | $7,899-79.5% | $13,402-87.9% |