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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 | $102,382-30.4% | $147,005-51.5% | $80,874-11.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 23.78% | 134.89%-111.1pp | 418.76%-395.0pp | 35.62%-11.8pp |
| Employer contribution / active EE | $13,358 | $3,715+259.6% | $4,934+170.7% | $2,756+384.7% |
| Participant deferral / active EE | $11,469 | $6,646+72.6% | $8,070+42.1% | $4,297+166.9% |
| Admin fee / account holder | $3,647 | $7,942-54.1% | $13,006-72.0% | $6,935-47.4% |