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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 | $12,219 | $103,000-88.1% | $90,300-86.5% | $152,885-92.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 55.64% | 95.19%-39.6pp | 78.11%-22.5pp | 345.39%-289.7pp |
| Employer contribution / active EE | $1,732 | $3,138-44.8% | $2,854-39.3% | $4,763-63.6% |
| Participant deferral / active EE | $5,864 | $4,281+37.0% | $3,884+51.0% | $5,851+0.2% |
| Admin fee / account holder | $435 | $6,173-93.0% | $5,353-91.9% | $11,598-96.3% |