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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 | $34,745 | $102,382-66.1% | $147,005-76.4% | $80,874-57.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.41% | 134.89%-119.5pp | 418.76%-403.4pp | 35.62%-20.2pp |
| Employer contribution / active EE | $6,403 | $3,715+72.4% | $4,934+29.8% | $2,756+132.3% |
| Participant deferral / active EE | $6,210 | $6,646-6.6% | $8,070-23.0% | $4,297+44.5% |
| Admin fee / account holder | $1,168 | $7,942-85.3% | $13,006-91.0% | $6,935-83.2% |