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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 | $45,562 | $103,000-55.8% | $90,300-49.5% | $152,885-70.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.00% | 95.19%-79.2pp | 78.11%-62.1pp | 345.39%-329.4pp |
| Employer contribution / active EE | $2,369 | $3,138-24.5% | $2,854-17.0% | $4,763-50.3% |
| Participant deferral / active EE | $2,887 | $4,281-32.5% | $3,884-25.7% | $5,851-50.7% |
| Admin fee / account holder | $12,186 | $6,173+97.4% | $5,353+127.6% | $11,598+5.1% |