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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 | $52,059 | $102,385-49.2% | $147,080-64.6% | $80,935-35.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 21.67% | 135.09%-113.4pp | 420.17%-398.5pp | 35.66%-14.0pp |
| Employer contribution / active EE | $4,731 | $3,717+27.3% | $4,933-4.1% | $2,757+71.6% |
| Participant deferral / active EE | $8,948 | $6,651+34.5% | $8,066+10.9% | $4,299+108.1% |
| Admin fee / account holder | $1,339 | $7,951-83.2% | $12,989-89.7% | $6,924-80.7% |