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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 | $66,159 | $56,431+17.2% | $130,788-49.4% | $87,485-24.4% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 19.68% | 91.27%-71.6pp | 386.44%-366.8pp | 26.06%-6.4pp |
| Employer contribution / active EE | $2,809 | $1,549+81.3% | $3,558-21.0% | $2,596+8.2% |
| Participant deferral / active EE | $4,956 | $2,749+80.3% | $4,137+19.8% | $4,274+16.0% |
| Admin fee / account holder | $1,387 | $4,433-68.7% | $6,673-79.2% | $7,775-82.2% |