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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 | $17,640 | $103,008-82.9% | $90,304-80.5% | $152,897-88.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.89% | 95.22%-75.3pp | 78.13%-58.2pp | 345.43%-325.5pp |
| Employer contribution / active EE | $1,719 | $3,139-45.2% | $2,855-39.8% | $4,764-63.9% |
| Participant deferral / active EE | $4,183 | $4,281-2.3% | $3,885+7.7% | $5,851-28.5% |
| Admin fee / account holder | $8,346 | $6,175+35.2% | $5,354+55.9% | $11,599-28.0% |