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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 | $50,769 | $56,116-9.5% | $135,768-62.6% | $86,983-41.6% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 19.65% | 125.33%-105.7pp | 526.10%-506.4pp | 25.83%-6.2pp |
| Employer contribution / active EE | $6,363 | $1,528+316.5% | $3,394+87.5% | $2,584+146.2% |
| Participant deferral / active EE | $9,777 | $2,690+263.5% | $3,977+145.8% | $4,194+133.1% |
| Admin fee / account holder | $1,201 | $4,314-72.2% | $7,048-83.0% | $7,856-84.7% |