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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 | $75,610 | $102,422-26.2% | $147,117-48.6% | $80,959-6.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.98% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $4,728 | $3,717+27.2% | $4,932-4.1% | $2,757+71.5% |
| Participant deferral / active EE | $10,139 | $6,652+52.4% | $8,065+25.7% | $4,300+135.8% |
| Admin fee / account holder | $51,790 | $7,953+551.2% | $12,993+298.6% | $6,925+647.8% |