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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 | $18,177 | $103,038-82.4% | $90,324-79.9% | $152,909-88.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 69.50% | 95.25%-25.8pp | 78.15%-8.7pp | 345.46%-276.0pp |
| Employer contribution / active EE | $3,240 | $3,141+3.2% | $2,856+13.5% | $4,764-32.0% |
| Participant deferral / active EE | $2,591 | $4,282-39.5% | $3,885-33.3% | $5,851-55.7% |
| Admin fee / account holder | $6,987 | $6,177+13.1% | $5,356+30.5% | $11,601-39.8% |