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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 | $57,199 | $102,385-44.1% | $147,080-61.1% | $80,935-29.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.85% | 135.09%-120.2pp | 420.17%-405.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $6,094 | $3,717+64.0% | $4,933+23.5% | $2,757+121.1% |
| Participant deferral / active EE | $8,657 | $6,651+30.2% | $8,066+7.3% | $4,299+101.4% |
| Admin fee / account holder | $5,898 | $7,951-25.8% | $12,989-54.6% | $6,924-14.8% |