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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 | $78,576 | $102,393-23.3% | $147,041-46.6% | $80,911-2.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.31% | 134.95%-122.6pp | 419.21%-406.9pp | 35.63%-23.3pp |
| Employer contribution / active EE | $4,024 | $3,715+8.3% | $4,935-18.5% | $2,756+46.0% |
| Participant deferral / active EE | $5,959 | $6,647-10.4% | $8,071-26.2% | $4,297+38.7% |
| Admin fee / account holder | $21,815 | $7,943+174.6% | $13,006+67.7% | $6,935+214.6% |