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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 | $35,721 | $103,038-65.3% | $90,324-60.5% | $152,909-76.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 103.18% | 95.25%+7.9pp | 78.15%+25.0pp | 345.46%-242.3pp |
| Employer contribution / active EE | $4,889 | $3,141+55.7% | $2,856+71.2% | $4,764+2.6% |
| Participant deferral / active EE | $3,180 | $4,282-25.7% | $3,885-18.2% | $5,851-45.7% |
| Admin fee / account holder | $2,508 | $6,177-59.4% | $5,356-53.2% | $11,601-78.4% |