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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 | $33,887 | $102,393-66.9% | $147,041-77.0% | $80,911-58.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 22.37% | 134.95%-112.6pp | 419.21%-396.8pp | 35.63%-13.3pp |
| Employer contribution / active EE | $3,573 | $3,715-3.8% | $4,935-27.6% | $2,756+29.6% |
| Participant deferral / active EE | $5,909 | $6,647-11.1% | $8,071-26.8% | $4,297+37.5% |
| Admin fee / account holder | $5,982 | $7,943-24.7% | $13,006-54.0% | $6,935-13.7% |