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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 | $60,839 | $102,382-40.6% | $147,005-58.6% | $80,874-24.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.17% | 134.89%-122.7pp | 418.76%-406.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $7,842 | $3,715+111.1% | $4,934+58.9% | $2,756+184.6% |
| Participant deferral / active EE | $5,191 | $6,646-21.9% | $8,070-35.7% | $4,297+20.8% |
| Admin fee / account holder | $4,186 | $7,942-47.3% | $13,006-67.8% | $6,935-39.6% |