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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 | $48,341 | $102,393-52.8% | $147,041-67.1% | $80,911-40.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.17% | 134.95%-115.8pp | 419.21%-400.0pp | 35.63%-16.5pp |
| Employer contribution / active EE | $5,248 | $3,715+41.3% | $4,935+6.3% | $2,756+90.4% |
| Participant deferral / active EE | $6,608 | $6,647-0.6% | $8,071-18.1% | $4,297+53.8% |
| Admin fee / account holder | $1,193 | $7,943-85.0% | $13,006-90.8% | $6,935-82.8% |