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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 | $102,429-40.6% | $147,096-58.6% | $80,925-24.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.17% | 135.02%-122.9pp | 419.75%-407.6pp | 35.65%-23.5pp |
| Employer contribution / active EE | $7,842 | $3,716+111.0% | $4,936+58.9% | $2,756+184.5% |
| Participant deferral / active EE | $5,191 | $6,649-21.9% | $8,071-35.7% | $4,299+20.8% |
| Admin fee / account holder | $4,186 | $7,957-47.4% | $13,005-67.8% | $6,940-39.7% |