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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 | $53,233 | $85,766-37.9% | $136,297-60.9% | $70,124-24.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.02% | 31.45%-12.4pp | 5156.19%-5137.2pp | 73.14%-54.1pp |
| Employer contribution / active EE | $8,087 | $2,966+172.7% | $4,696+72.2% | $2,342+245.2% |
| Participant deferral / active EE | $8,328 | $5,051+64.9% | $6,247+33.3% | $3,332+149.9% |
| Admin fee / account holder | $824 | $5,420-84.8% | $9,244-91.1% | $4,645-82.3% |