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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 | $61,257 | $103,000-40.5% | $90,300-32.2% | $152,885-59.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.49% | 95.19%-71.7pp | 78.11%-54.6pp | 345.39%-321.9pp |
| Employer contribution / active EE | $3,096 | $3,138-1.3% | $2,854+8.5% | $4,763-35.0% |
| Participant deferral / active EE | $7,255 | $4,281+69.5% | $3,884+86.8% | $5,851+24.0% |
| Admin fee / account holder | $981 | $6,173-84.1% | $5,353-81.7% | $11,598-91.5% |