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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 | $27,417 | $102,978-73.4% | $90,287-69.6% | $152,870-82.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.05% | 95.17%-77.1pp | 78.10%-60.0pp | 345.34%-327.3pp |
| Employer contribution / active EE | $520 | $3,139-83.4% | $2,855-81.8% | $4,763-89.1% |
| Participant deferral / active EE | $2,583 | $4,281-39.7% | $3,885-33.5% | $5,850-55.9% |
| Admin fee / account holder | $7,802 | $6,171+26.4% | $5,351+45.8% | $11,597-32.7% |