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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 | $103,008+2.6% | $90,304+17.0% | $152,897-30.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 36.37% | 95.22%-58.9pp | 78.13%-41.8pp | 345.43%-309.1pp |
| Employer contribution / active EE | $1,058 | $3,139-66.3% | $2,855-62.9% | $4,764-77.8% |
| Participant deferral / active EE | $1,587 | $4,281-62.9% | $3,885-59.1% | $5,851-72.9% |
| Admin fee / account holder | $1,082 | $6,175-82.5% | $5,354-79.8% | $11,599-90.7% |