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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 | $40,037 | $103,000-61.1% | $90,300-55.7% | $152,885-73.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.20% | 95.19%-74.0pp | 78.11%-56.9pp | 345.39%-324.2pp |
| Employer contribution / active EE | $3,654 | $3,138+16.4% | $2,854+28.0% | $4,763-23.3% |
| Participant deferral / active EE | $2,826 | $4,281-34.0% | $3,884-27.3% | $5,851-51.7% |
| Admin fee / account holder | $1,505 | $6,173-75.6% | $5,353-71.9% | $11,598-87.0% |