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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 | $55,772 | $102,382-45.5% | $147,005-62.1% | $80,874-31.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.61% | 134.89%-118.3pp | 418.76%-402.2pp | 35.62%-19.0pp |
| Employer contribution / active EE | $15,241 | $3,715+310.3% | $4,934+208.9% | $2,756+453.1% |
| Participant deferral / active EE | $12,497 | $6,646+88.0% | $8,070+54.9% | $4,297+190.8% |
| Admin fee / account holder | $10,236 | $7,942+28.9% | $13,006-21.3% | $6,935+47.6% |