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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 | $68,087 | $102,382-33.5% | $147,005-53.7% | $80,874-15.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.37% | 134.89%-116.5pp | 418.76%-400.4pp | 35.62%-17.3pp |
| Employer contribution / active EE | $9,373 | $3,715+152.3% | $4,934+90.0% | $2,756+240.1% |
| Participant deferral / active EE | $7,794 | $6,646+17.3% | $8,070-3.4% | $4,297+81.4% |
| Admin fee / account holder | $1,122 | $7,942-85.9% | $13,006-91.4% | $6,935-83.8% |