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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 | $60,482 | $102,429-41.0% | $147,096-58.9% | $80,925-25.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 24.40% | 135.02%-110.6pp | 419.75%-395.4pp | 35.65%-11.3pp |
| Employer contribution / active EE | $8,813 | $3,716+137.2% | $4,936+78.5% | $2,756+219.7% |
| Participant deferral / active EE | $7,811 | $6,649+17.5% | $8,071-3.2% | $4,299+81.7% |
| Admin fee / account holder | $1,649 | $7,957-79.3% | $13,005-87.3% | $6,940-76.2% |