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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 | $56,528 | $63,346-10.8% | $92,239-38.7% | $70,124-19.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.74% | 530.19%-509.5pp | 176.29%-155.6pp | 73.14%-52.4pp |
| Employer contribution / active EE | $6,667 | $2,471+169.8% | $3,680+81.2% | $2,342+184.6% |
| Participant deferral / active EE | $3,737 | $2,854+31.0% | $3,897-4.1% | $3,332+12.2% |
| Admin fee / account holder | $458 | $3,841-88.1% | $5,194-91.2% | $4,645-90.1% |