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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 | $56,558 | $102,422-44.8% | $147,117-61.6% | $80,959-30.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.25% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $5,391 | $3,717+45.0% | $4,932+9.3% | $2,757+95.5% |
| Participant deferral / active EE | $7,866 | $6,652+18.3% | $8,065-2.5% | $4,300+82.9% |
| Admin fee / account holder | $6,448 | $7,953-18.9% | $12,993-50.4% | $6,925-6.9% |