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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 | $21,373 | $103,038-79.3% | $90,324-76.3% | $152,909-86.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.98% | 95.25%-72.3pp | 78.15%-55.2pp | 345.46%-322.5pp |
| Employer contribution / active EE | $2,637 | $3,141-16.0% | $2,856-7.7% | $4,764-44.6% |
| Participant deferral / active EE | $1,156 | $4,282-73.0% | $3,885-70.2% | $5,851-80.2% |
| Admin fee / account holder | $3,520 | $6,177-43.0% | $5,356-34.3% | $11,601-69.7% |