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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 | $55,534 | $103,000-46.1% | $90,300-38.5% | $152,885-63.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.81% | 95.19%-76.4pp | 78.11%-59.3pp | 345.39%-326.6pp |
| Employer contribution / active EE | $4,520 | $3,138+44.0% | $2,854+58.4% | $4,763-5.1% |
| Participant deferral / active EE | $1,031 | $4,281-75.9% | $3,884-73.5% | $5,851-82.4% |
| Admin fee / account holder | $1,622 | $6,173-73.7% | $5,353-69.7% | $11,598-86.0% |