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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 | $61,160 | $102,429-40.3% | $147,096-58.4% | $80,925-24.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.59% | 135.02%-117.4pp | 419.75%-402.2pp | 35.65%-18.1pp |
| Employer contribution / active EE | $5,176 | $3,716+39.3% | $4,936+4.9% | $2,756+87.8% |
| Participant deferral / active EE | $12,284 | $6,649+84.8% | $8,071+52.2% | $4,299+185.8% |
| Admin fee / account holder | $13,270 | $7,957+66.8% | $13,005+2.0% | $6,940+91.2% |