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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 | $27,161 | $103,008-73.6% | $90,304-69.9% | $152,897-82.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.49% | 95.22%-81.7pp | 78.13%-64.6pp | 345.43%-331.9pp |
| Employer contribution / active EE | $5,378 | $3,139+71.3% | $2,855+88.4% | $4,764+12.9% |
| Participant deferral / active EE | $3,527 | $4,281-17.6% | $3,885-9.2% | $5,851-39.7% |
| Admin fee / account holder | $4,353 | $6,175-29.5% | $5,354-18.7% | $11,599-62.5% |