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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 | $53,704 | $102,429-47.6% | $147,096-63.5% | $80,925-33.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.60% | 135.02%-119.4pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $5,888 | $3,716+58.5% | $4,936+19.3% | $2,756+113.6% |
| Participant deferral / active EE | $11,637 | $6,649+75.0% | $8,071+44.2% | $4,299+170.7% |
| Admin fee / account holder | $14,640 | $7,957+84.0% | $13,005+12.6% | $6,940+111.0% |