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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 | $61,761 | $137,414-55.1% | $189,545-67.4% | $85,851-28.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.34% | 38.14%-23.8pp | 555.36%-541.0pp | 318.63%-304.3pp |
| Employer contribution / active EE | $6,693 | $4,344+54.1% | $6,162+8.6% | $2,565+160.9% |
| Participant deferral / active EE | $7,305 | $6,260+16.7% | $8,220-11.1% | $3,952+84.8% |
| Admin fee / account holder | $1,926 | $8,630-77.7% | $12,049-84.0% | $6,261-69.2% |