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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 | $102,382-44.1% | $147,005-61.1% | $80,874-29.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.85% | 134.89%-120.0pp | 418.76%-403.9pp | 35.62%-20.8pp |
| Employer contribution / active EE | $6,094 | $3,715+64.0% | $4,934+23.5% | $2,756+121.1% |
| Participant deferral / active EE | $8,657 | $6,646+30.3% | $8,070+7.3% | $4,297+101.5% |
| Admin fee / account holder | $5,898 | $7,942-25.7% | $13,006-54.6% | $6,935-15.0% |