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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 | $77,279 | $102,393-24.5% | $147,041-47.4% | $80,911-4.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.54% | 134.95%-122.4pp | 419.21%-406.7pp | 35.63%-23.1pp |
| Employer contribution / active EE | $6,839 | $3,715+84.1% | $4,935+38.6% | $2,756+148.2% |
| Participant deferral / active EE | $8,138 | $6,647+22.4% | $8,071+0.8% | $4,297+89.4% |
| Admin fee / account holder | $8,816 | $7,943+11.0% | $13,006-32.2% | $6,935+27.1% |