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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 | $61,979 | $102,382-39.5% | $147,005-57.8% | $80,874-23.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.41% | 134.89%-122.5pp | 418.76%-406.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $6,661 | $3,715+79.3% | $4,934+35.0% | $2,756+141.7% |
| Participant deferral / active EE | $5,961 | $6,646-10.3% | $8,070-26.1% | $4,297+38.7% |
| Admin fee / account holder | $3,451 | $7,942-56.6% | $13,006-73.5% | $6,935-50.2% |