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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 | $58,723 | $102,422-42.7% | $147,117-60.1% | $80,959-27.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.26% | 135.16%-119.9pp | 420.54%-405.3pp | 35.67%-20.4pp |
| Employer contribution / active EE | $4,944 | $3,717+33.0% | $4,932+0.2% | $2,757+79.3% |
| Participant deferral / active EE | $5,258 | $6,652-21.0% | $8,065-34.8% | $4,300+22.3% |
| Admin fee / account holder | $1,718 | $7,953-78.4% | $12,993-86.8% | $6,925-75.2% |