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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 | $41,360 | $103,008-59.8% | $90,304-54.2% | $152,897-72.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.76% | 95.22%-77.5pp | 78.13%-60.4pp | 345.43%-327.7pp |
| Employer contribution / active EE | $2,256 | $3,139-28.1% | $2,855-21.0% | $4,764-52.6% |
| Participant deferral / active EE | $3,089 | $4,281-27.9% | $3,885-20.5% | $5,851-47.2% |
| Admin fee / account holder | $2,471 | $6,175-60.0% | $5,354-53.9% | $11,599-78.7% |