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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 | $32,338 | $103,000-68.6% | $90,300-64.2% | $152,885-78.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.25% | 95.19%-74.9pp | 78.11%-57.9pp | 345.39%-325.1pp |
| Employer contribution / active EE | $1,896 | $3,138-39.6% | $2,854-33.6% | $4,763-60.2% |
| Participant deferral / active EE | $1,565 | $4,281-63.4% | $3,884-59.7% | $5,851-73.3% |
| Admin fee / account holder | $10,827 | $6,173+75.4% | $5,353+102.3% | $11,598-6.6% |