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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 | $67,519 | $102,385-34.1% | $147,080-54.1% | $80,935-16.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.51% | 135.09%-118.6pp | 420.17%-403.7pp | 35.66%-19.1pp |
| Employer contribution / active EE | $4,790 | $3,717+28.9% | $4,933-2.9% | $2,757+73.7% |
| Participant deferral / active EE | $13,264 | $6,651+99.4% | $8,066+64.4% | $4,299+208.5% |
| Admin fee / account holder | $5,295 | $7,951-33.4% | $12,989-59.2% | $6,924-23.5% |