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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 | $10,850 | $103,000-89.5% | $90,300-88.0% | $152,885-92.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.77% | 95.19%-70.4pp | 78.11%-53.3pp | 345.39%-320.6pp |
| Employer contribution / active EE | $4,008 | $3,138+27.7% | $2,854+40.4% | $4,763-15.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $952 | $6,173-84.6% | $5,353-82.2% | $11,598-91.8% |