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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 | $11,792 | $103,000-88.6% | $90,300-86.9% | $152,885-92.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.48% | 95.19%-70.7pp | 78.11%-53.6pp | 345.39%-320.9pp |
| Employer contribution / active EE | $1,452 | $3,138-53.7% | $2,854-49.1% | $4,763-69.5% |
| Participant deferral / active EE | $3,392 | $4,281-20.8% | $3,884-12.7% | $5,851-42.0% |
| Admin fee / account holder | $1,216 | $6,173-80.3% | $5,353-77.3% | $11,598-89.5% |