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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 | $38,125 | $102,429-62.8% | $147,096-74.1% | $80,925-52.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 22.07% | 135.02%-113.0pp | 419.75%-397.7pp | 35.65%-13.6pp |
| Employer contribution / active EE | $4,007 | $3,716+7.8% | $4,936-18.8% | $2,756+45.4% |
| Participant deferral / active EE | $13,532 | $6,649+103.5% | $8,071+67.7% | $4,299+214.8% |
| Admin fee / account holder | $6,776 | $7,957-14.8% | $13,005-47.9% | $6,940-2.4% |