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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 | $79,885 | $103,038-22.5% | $90,324-11.6% | $152,909-47.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 34.15% | 95.25%-61.1pp | 78.15%-44.0pp | 345.46%-311.3pp |
| Employer contribution / active EE | $2,603 | $3,141-17.1% | $2,856-8.8% | $4,764-45.4% |
| Participant deferral / active EE | $2,773 | $4,282-35.2% | $3,885-28.6% | $5,851-52.6% |
| Admin fee / account holder | $1,010 | $6,177-83.7% | $5,356-81.1% | $11,601-91.3% |