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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 | $20,004 | $103,038-80.6% | $90,324-77.9% | $152,909-86.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.23% | 95.25%-74.0pp | 78.15%-56.9pp | 345.46%-324.2pp |
| Employer contribution / active EE | $2,197 | $3,141-30.1% | $2,856-23.1% | $4,764-53.9% |
| Participant deferral / active EE | $1,279 | $4,282-70.1% | $3,885-67.1% | $5,851-78.1% |
| Admin fee / account holder | $2,069 | $6,177-66.5% | $5,356-61.4% | $11,601-82.2% |