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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 | $24,372 | $108,911-77.6% | $100,392-75.7% | $145,884-83.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.65% | 58.23%-43.6pp | 49.45%-34.8pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,883 | $4,420-57.4% | $3,941-52.2% | $4,662-59.6% |
| Participant deferral / active EE | $6,244 | $8,459-26.2% | $8,090-22.8% | $6,690-6.7% |
| Admin fee / account holder | $859 | $9,698-91.1% | $7,904-89.1% | $13,392-93.6% |