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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 | $40,551 | $102,422-60.4% | $147,117-72.4% | $80,959-49.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.07% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $4,515 | $3,717+21.5% | $4,932-8.5% | $2,757+63.8% |
| Participant deferral / active EE | $10,129 | $6,652+52.3% | $8,065+25.6% | $4,300+135.5% |
| Admin fee / account holder | $4,799 | $7,953-39.7% | $12,993-63.1% | $6,925-30.7% |