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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 | $41,901 | $107,941-61.2% | $91,994-54.5% | $152,909-72.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 24.16% | 89.28%-65.1pp | 69.04%-44.9pp | 345.46%-321.3pp |
| Employer contribution / active EE | $3,207 | $4,212-23.9% | $3,453-7.1% | $4,764-32.7% |
| Participant deferral / active EE | $3,207 | $6,366-49.6% | $5,924-45.9% | $5,851-45.2% |
| Admin fee / account holder | $1,449 | $10,521-86.2% | $7,744-81.3% | $11,601-87.5% |