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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 | $60,088 | $102,385-41.3% | $147,080-59.1% | $80,935-25.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.07% | 135.09%-117.0pp | 420.17%-402.1pp | 35.66%-17.6pp |
| Employer contribution / active EE | $8,736 | $3,717+135.0% | $4,933+77.1% | $2,757+216.9% |
| Participant deferral / active EE | $5,298 | $6,651-20.3% | $8,066-34.3% | $4,299+23.2% |
| Admin fee / account holder | $1,785 | $7,951-77.6% | $12,989-86.3% | $6,924-74.2% |