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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 | $105,639 | $103,000+2.6% | $90,300+17.0% | $152,885-30.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 36.37% | 95.19%-58.8pp | 78.11%-41.7pp | 345.39%-309.0pp |
| Employer contribution / active EE | $1,058 | $3,138-66.3% | $2,854-62.9% | $4,763-77.8% |
| Participant deferral / active EE | $1,587 | $4,281-62.9% | $3,884-59.1% | $5,851-72.9% |
| Admin fee / account holder | $1,082 | $6,173-82.5% | $5,353-79.8% | $11,598-90.7% |