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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 | $29,813 | $103,000-71.1% | $90,300-67.0% | $152,885-80.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.27% | 95.19%-74.9pp | 78.11%-57.8pp | 345.39%-325.1pp |
| Employer contribution / active EE | $3,193 | $3,138+1.7% | $2,854+11.9% | $4,763-33.0% |
| Participant deferral / active EE | $4,078 | $4,281-4.7% | $3,884+5.0% | $5,851-30.3% |
| Admin fee / account holder | $9,240 | $6,173+49.7% | $5,353+72.6% | $11,598-20.3% |