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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 | $18,665 | $103,038-81.9% | $90,324-79.3% | $152,909-87.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.11% | 95.25%-77.1pp | 78.15%-60.0pp | 345.46%-327.4pp |
| Employer contribution / active EE | $3,461 | $3,141+10.2% | $2,856+21.2% | $4,764-27.4% |
| Participant deferral / active EE | $863 | $4,282-79.9% | $3,885-77.8% | $5,851-85.3% |
| Admin fee / account holder | $589 | $6,177-90.5% | $5,356-89.0% | $11,601-94.9% |