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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 | $76,273 | $102,429-25.5% | $147,096-48.1% | $80,925-5.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.98% | 135.02%-121.0pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $7,935 | $3,716+113.6% | $4,936+60.8% | $2,756+187.9% |
| Participant deferral / active EE | $5,123 | $6,649-23.0% | $8,071-36.5% | $4,299+19.2% |
| Admin fee / account holder | $2,161 | $7,957-72.8% | $13,005-83.4% | $6,940-68.9% |