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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 | $69,462 | $114,093-39.1% | $96,171-27.8% | $167,536-58.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.53% | 190.00%-177.5pp | 192.04%-179.5pp | 478.82%-466.3pp |
| Employer contribution / active EE | $4,398 | $3,429+28.2% | $2,799+57.1% | $4,839-9.1% |
| Participant deferral / active EE | $5,822 | $5,197+12.0% | $4,350+33.8% | $6,342-8.2% |
| Admin fee / account holder | $6,209 | $6,899-10.0% | $5,538+12.1% | $12,315-49.6% |