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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 | $73,964 | $103,008-28.2% | $90,304-18.1% | $152,897-51.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.98% | 95.22%-74.2pp | 78.13%-57.2pp | 345.43%-324.5pp |
| Employer contribution / active EE | $1,656 | $3,139-47.3% | $2,855-42.0% | $4,764-65.2% |
| Participant deferral / active EE | $1,663 | $4,281-61.2% | $3,885-57.2% | $5,851-71.6% |
| Admin fee / account holder | $305 | $6,175-95.1% | $5,354-94.3% | $11,599-97.4% |