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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 | $69,566 | $102,429-32.1% | $147,096-52.7% | $80,925-14.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.50% | 135.02%-120.5pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $12,290 | $3,716+230.8% | $4,936+149.0% | $2,756+345.9% |
| Participant deferral / active EE | $12,652 | $6,649+90.3% | $8,071+56.8% | $4,299+194.3% |
| Admin fee / account holder | $5,835 | $7,957-26.7% | $13,005-55.1% | $6,940-15.9% |