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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 | $39,508 | $103,000-61.6% | $90,300-56.2% | $152,885-74.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.33% | 95.19%-71.9pp | 78.11%-54.8pp | 345.39%-322.1pp |
| Employer contribution / active EE | $2,746 | $3,138-12.5% | $2,854-3.8% | $4,763-42.3% |
| Participant deferral / active EE | $2,420 | $4,281-43.5% | $3,884-37.7% | $5,851-58.6% |
| Admin fee / account holder | $439 | $6,173-92.9% | $5,353-91.8% | $11,598-96.2% |