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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 | $58,672 | $103,008-43.0% | $90,304-35.0% | $152,897-61.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.25% | 95.22%-82.0pp | 78.13%-64.9pp | 345.43%-332.2pp |
| Employer contribution / active EE | $4,255 | $3,139+35.5% | $2,855+49.0% | $4,764-10.7% |
| Participant deferral / active EE | $1,720 | $4,281-59.8% | $3,885-55.7% | $5,851-70.6% |
| Admin fee / account holder | $2,097 | $6,175-66.0% | $5,354-60.8% | $11,599-81.9% |