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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 | $10,246 | $103,008-90.1% | $90,304-88.7% | $152,897-93.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.28% | 95.22%-79.9pp | 78.13%-62.9pp | 345.43%-330.1pp |
| Employer contribution / active EE | $2,639 | $3,139-16.0% | $2,855-7.6% | $4,764-44.6% |
| Participant deferral / active EE | $2,686 | $4,281-37.3% | $3,885-30.9% | $5,851-54.1% |
| Admin fee / account holder | $2,568 | $6,175-58.4% | $5,354-52.0% | $11,599-77.9% |