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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 | $19,488 | $66,402-70.7% | $109,907-82.3% | $85,847-77.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 103.43% | 19.59%+83.8pp | 29.46%+74.0pp | 318.61%-215.2pp |
| Employer contribution / active EE | $3,883 | $1,687+130.1% | $2,844+36.5% | $2,565+51.4% |
| Participant deferral / active EE | $7,939 | $2,842+179.3% | $4,047+96.2% | $3,952+100.9% |
| Admin fee / account holder | $1,150 | $4,557-74.8% | $6,069-81.0% | $6,261-81.6% |