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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 | $69,083 | $102,429-32.6% | $147,096-53.0% | $80,925-14.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.48% | 135.02%-121.5pp | 419.75%-406.3pp | 35.65%-22.2pp |
| Employer contribution / active EE | $8,724 | $3,716+134.8% | $4,936+76.7% | $2,756+216.5% |
| Participant deferral / active EE | $6,855 | $6,649+3.1% | $8,071-15.1% | $4,299+59.5% |
| Admin fee / account holder | $2,482 | $7,957-68.8% | $13,005-80.9% | $6,940-64.2% |