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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 | $102,393-47.6% | $147,041-63.5% | $80,911-33.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.60% | 134.95%-119.3pp | 419.21%-403.6pp | 35.63%-20.0pp |
| Employer contribution / active EE | $5,888 | $3,715+58.5% | $4,935+19.3% | $2,756+113.7% |
| Participant deferral / active EE | $11,637 | $6,647+75.1% | $8,071+44.2% | $4,297+170.8% |
| Admin fee / account holder | $14,640 | $7,943+84.3% | $13,006+12.6% | $6,935+111.1% |