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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 | $24,899 | $103,038-75.8% | $90,324-72.4% | $152,909-83.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.08% | 95.25%-78.2pp | 78.15%-61.1pp | 345.46%-328.4pp |
| Employer contribution / active EE | $7,431 | $3,141+136.6% | $2,856+160.2% | $4,764+56.0% |
| Participant deferral / active EE | $3,075 | $4,282-28.2% | $3,885-20.9% | $5,851-47.5% |
| Admin fee / account holder | $1,159 | $6,177-81.2% | $5,356-78.4% | $11,601-90.0% |