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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 | $71,304 | $102,385-30.4% | $147,080-51.5% | $80,935-11.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 23.78% | 135.09%-111.3pp | 420.17%-396.4pp | 35.66%-11.9pp |
| Employer contribution / active EE | $13,358 | $3,717+259.4% | $4,933+170.8% | $2,757+384.6% |
| Participant deferral / active EE | $11,469 | $6,651+72.4% | $8,066+42.2% | $4,299+166.8% |
| Admin fee / account holder | $3,647 | $7,951-54.1% | $12,989-71.9% | $6,924-47.3% |