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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 | $78,461 | $102,422-23.4% | $147,117-46.7% | $80,959-3.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 34.85% | 135.16%-100.3pp | 420.54%-385.7pp | 35.67%-0.8pp |
| Employer contribution / active EE | $4,116 | $3,717+10.7% | $4,932-16.6% | $2,757+49.3% |
| Participant deferral / active EE | $12,580 | $6,652+89.1% | $8,065+56.0% | $4,300+192.5% |
| Admin fee / account holder | $4,150 | $7,953-47.8% | $12,993-68.1% | $6,925-40.1% |