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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 | $71,295 | $95,415-25.3% | $185,851-61.6% | $85,851-17.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.19% | 23.59%-4.4pp | 122.11%-102.9pp | 318.63%-299.4pp |
| Employer contribution / active EE | $10,297 | $3,314+210.7% | $5,168+99.2% | $2,565+301.4% |
| Participant deferral / active EE | $7,747 | $3,424+126.3% | $5,569+39.1% | $3,952+96.0% |
| Admin fee / account holder | $2,873 | $7,215-60.2% | $16,245-82.3% | $6,261-54.1% |