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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 | $23,088 | $103,000-77.6% | $90,300-74.4% | $152,885-84.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.80% | 95.19%-68.4pp | 78.11%-51.3pp | 345.39%-318.6pp |
| Employer contribution / active EE | $2,627 | $3,138-16.3% | $2,854-7.9% | $4,763-44.8% |
| Participant deferral / active EE | $3,435 | $4,281-19.8% | $3,884-11.6% | $5,851-41.3% |
| Admin fee / account holder | $2,141 | $6,173-65.3% | $5,353-60.0% | $11,598-81.5% |