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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 | $73,984 | $102,422-27.8% | $147,117-49.7% | $80,959-8.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.95% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $8,860 | $3,717+138.3% | $4,932+79.6% | $2,757+221.3% |
| Participant deferral / active EE | $8,648 | $6,652+30.0% | $8,065+7.2% | $4,300+101.1% |
| Admin fee / account holder | $2,534 | $7,953-68.1% | $12,993-80.5% | $6,925-63.4% |