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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 | $37,828 | $102,429-63.1% | $147,096-74.3% | $80,925-53.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 20.19% | 135.02%-114.8pp | 419.75%-399.6pp | 35.65%-15.5pp |
| Employer contribution / active EE | $5,188 | $3,716+39.6% | $4,936+5.1% | $2,756+88.2% |
| Participant deferral / active EE | $11,791 | $6,649+77.3% | $8,071+46.1% | $4,299+174.3% |
| Admin fee / account holder | $1,826 | $7,957-77.0% | $13,005-86.0% | $6,940-73.7% |