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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 | $102,382-32.5% | $147,005-53.0% | $80,874-14.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.48% | 134.89%-121.4pp | 418.76%-405.3pp | 35.62%-22.1pp |
| Employer contribution / active EE | $8,724 | $3,715+134.8% | $4,934+76.8% | $2,756+216.6% |
| Participant deferral / active EE | $6,855 | $6,646+3.1% | $8,070-15.1% | $4,297+59.5% |
| Admin fee / account holder | $2,482 | $7,942-68.8% | $13,006-80.9% | $6,935-64.2% |