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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 | $92,199 | $102,422-10.0% | $147,117-37.3% | $80,959+13.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.57% | 135.16%-116.6pp | 420.54%-402.0pp | 35.67%-17.1pp |
| Employer contribution / active EE | $4,451 | $3,717+19.7% | $4,932-9.8% | $2,757+61.4% |
| Participant deferral / active EE | $9,433 | $6,652+41.8% | $8,065+17.0% | $4,300+119.4% |
| Admin fee / account holder | $430 | $7,953-94.6% | $12,993-96.7% | $6,925-93.8% |