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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 | $102,382-47.5% | $147,005-63.5% | $80,874-33.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.60% | 134.89%-119.3pp | 418.76%-403.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $5,888 | $3,715+58.5% | $4,934+19.3% | $2,756+113.7% |
| Participant deferral / active EE | $11,637 | $6,646+75.1% | $8,070+44.2% | $4,297+170.8% |
| Admin fee / account holder | $14,640 | $7,942+84.3% | $13,006+12.6% | $6,935+111.1% |