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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 | $51,801 | $103,000-49.7% | $90,300-42.6% | $152,885-66.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.43% | 95.19%-76.8pp | 78.11%-59.7pp | 345.39%-327.0pp |
| Employer contribution / active EE | $3,153 | $3,138+0.5% | $2,854+10.5% | $4,763-33.8% |
| Participant deferral / active EE | $6,808 | $4,281+59.1% | $3,884+75.3% | $5,851+16.4% |
| Admin fee / account holder | $16,185 | $6,173+162.2% | $5,353+202.4% | $11,598+39.6% |