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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 | $41,232 | $102,422-59.7% | $147,117-72.0% | $80,959-49.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 24.21% | 135.16%-110.9pp | 420.54%-396.3pp | 35.67%-11.5pp |
| Employer contribution / active EE | $9,719 | $3,717+161.5% | $4,932+97.0% | $2,757+252.5% |
| Participant deferral / active EE | $6,697 | $6,652+0.7% | $8,065-17.0% | $4,300+55.7% |
| Admin fee / account holder | $2,056 | $7,953-74.1% | $12,993-84.2% | $6,925-70.3% |