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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 | $54,815 | $102,429-46.5% | $147,096-62.7% | $80,925-32.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.64% | 135.02%-117.4pp | 419.75%-402.1pp | 35.65%-18.0pp |
| Employer contribution / active EE | $5,131 | $3,716+38.1% | $4,936+4.0% | $2,756+86.2% |
| Participant deferral / active EE | $10,979 | $6,649+65.1% | $8,071+36.0% | $4,299+155.4% |
| Admin fee / account holder | $1,613 | $7,957-79.7% | $13,005-87.6% | $6,940-76.8% |