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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 | $23,023 | $227,633-89.9% | $189,597-87.9% | $167,553-86.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 103.99% | 78.45%+25.5pp | 64.20%+39.8pp | 478.89%-374.9pp |
| Employer contribution / active EE | $1,217 | $5,317-77.1% | $4,412-72.4% | $4,840-74.9% |
| Participant deferral / active EE | $2,881 | $7,003-58.9% | $6,174-53.3% | $6,343-54.6% |
| Admin fee / account holder | $2,710 | $11,879-77.2% | $9,807-72.4% | $12,316-78.0% |