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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 | $102,422-39.5% | $147,117-57.9% | $80,959-23.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.41% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $6,661 | $3,717+79.2% | $4,932+35.1% | $2,757+141.6% |
| Participant deferral / active EE | $5,961 | $6,652-10.4% | $8,065-26.1% | $4,300+38.6% |
| Admin fee / account holder | $3,451 | $7,953-56.6% | $12,993-73.4% | $6,925-50.2% |