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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 | $102,393-34.1% | $147,041-54.1% | $80,911-16.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.51% | 134.95%-118.4pp | 419.21%-402.7pp | 35.63%-19.1pp |
| Employer contribution / active EE | $4,790 | $3,715+28.9% | $4,935-2.9% | $2,756+73.8% |
| Participant deferral / active EE | $13,264 | $6,647+99.5% | $8,071+64.3% | $4,297+208.7% |
| Admin fee / account holder | $5,295 | $7,943-33.3% | $13,006-59.3% | $6,935-23.6% |