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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 | $102,422-40.6% | $147,117-58.6% | $80,959-24.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.17% | 135.16%-123.0pp | 420.54%-408.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $7,842 | $3,717+110.9% | $4,932+59.0% | $2,757+184.4% |
| Participant deferral / active EE | $5,191 | $6,652-22.0% | $8,065-35.6% | $4,300+20.7% |
| Admin fee / account holder | $4,186 | $7,953-47.4% | $12,993-67.8% | $6,925-39.6% |