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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 | $57,050 | $102,422-44.3% | $147,117-61.2% | $80,959-29.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 23.39% | 135.16%-111.8pp | 420.54%-397.1pp | 35.67%-12.3pp |
| Employer contribution / active EE | $7,518 | $3,717+102.2% | $4,932+52.4% | $2,757+172.7% |
| Participant deferral / active EE | $12,174 | $6,652+83.0% | $8,065+51.0% | $4,300+183.1% |
| Admin fee / account holder | $9,712 | $7,953+22.1% | $12,993-25.3% | $6,925+40.2% |