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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 | $92,196 | $103,008-10.5% | $90,304+2.1% | $152,897-39.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.74% | 95.22%-79.5pp | 78.13%-62.4pp | 345.43%-329.7pp |
| Employer contribution / active EE | $1,733 | $3,139-44.8% | $2,855-39.3% | $4,764-63.6% |
| Participant deferral / active EE | $1,733 | $4,281-59.5% | $3,885-55.4% | $5,851-70.4% |
| Admin fee / account holder | $1,237 | $6,175-80.0% | $5,354-76.9% | $11,599-89.3% |