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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 | $24,992 | $103,000-75.7% | $90,300-72.3% | $152,885-83.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 61.77% | 95.19%-33.4pp | 78.11%-16.3pp | 345.39%-283.6pp |
| Employer contribution / active EE | $1,344 | $3,138-57.2% | $2,854-52.9% | $4,763-71.8% |
| Participant deferral / active EE | $14,267 | $4,281+233.3% | $3,884+267.3% | $5,851+143.8% |
| Admin fee / account holder | $422 | $6,173-93.2% | $5,353-92.1% | $11,598-96.4% |