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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 | $64,563 | $102,385-36.9% | $147,080-56.1% | $80,935-20.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.27% | 135.09%-120.8pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $5,475 | $3,717+47.3% | $4,933+11.0% | $2,757+98.6% |
| Participant deferral / active EE | $7,835 | $6,651+17.8% | $8,066-2.9% | $4,299+82.2% |
| Admin fee / account holder | $1,595 | $7,951-79.9% | $12,989-87.7% | $6,924-77.0% |