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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 | $9,939 | $103,008-90.4% | $90,304-89.0% | $152,897-93.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 43.59% | 95.22%-51.6pp | 78.13%-34.5pp | 345.43%-301.8pp |
| Employer contribution / active EE | $2,077 | $3,139-33.8% | $2,855-27.2% | $4,764-56.4% |
| Participant deferral / active EE | $3,615 | $4,281-15.6% | $3,885-7.0% | $5,851-38.2% |
| Admin fee / account holder | $1,523 | $6,175-75.3% | $5,354-71.6% | $11,599-86.9% |