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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 | $102,393-44.3% | $147,041-61.2% | $80,911-29.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 23.39% | 134.95%-111.6pp | 419.21%-395.8pp | 35.63%-12.2pp |
| Employer contribution / active EE | $7,518 | $3,715+102.4% | $4,935+52.3% | $2,756+172.8% |
| Participant deferral / active EE | $12,174 | $6,647+83.2% | $8,071+50.8% | $4,297+183.3% |
| Admin fee / account holder | $9,712 | $7,943+22.3% | $13,006-25.3% | $6,935+40.0% |