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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 | $30,173 | $102,422-70.5% | $147,117-79.5% | $80,959-62.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.48% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $5,318 | $3,717+43.1% | $4,932+7.8% | $2,757+92.9% |
| Participant deferral / active EE | $6,757 | $6,652+1.6% | $8,065-16.2% | $4,300+57.1% |
| Admin fee / account holder | $4,581 | $7,953-42.4% | $12,993-64.7% | $6,925-33.8% |