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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 | $28,389 | $103,000-72.4% | $90,300-68.6% | $152,885-81.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.80% | 95.19%-67.4pp | 78.11%-50.3pp | 345.39%-317.6pp |
| Employer contribution / active EE | $3,338 | $3,138+6.4% | $2,854+17.0% | $4,763-29.9% |
| Participant deferral / active EE | $9,015 | $4,281+110.6% | $3,884+132.1% | $5,851+54.1% |
| Admin fee / account holder | $564 | $6,173-90.9% | $5,353-89.5% | $11,598-95.1% |