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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 | $83,583 | $102,393-18.4% | $147,041-43.2% | $80,911+3.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.26% | 134.95%-120.7pp | 419.21%-404.9pp | 35.63%-21.4pp |
| Employer contribution / active EE | $5,226 | $3,715+40.7% | $4,935+5.9% | $2,756+89.6% |
| Participant deferral / active EE | $11,617 | $6,647+74.8% | $8,071+43.9% | $4,297+170.4% |
| Admin fee / account holder | $5,859 | $7,943-26.2% | $13,006-55.0% | $6,935-15.5% |