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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 | $102,422-62.8% | $147,117-74.1% | $80,959-52.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 22.07% | 135.16%-113.1pp | 420.54%-398.5pp | 35.67%-13.6pp |
| Employer contribution / active EE | $4,007 | $3,717+7.8% | $4,932-18.8% | $2,757+45.3% |
| Participant deferral / active EE | $13,532 | $6,652+103.4% | $8,065+67.8% | $4,300+214.7% |
| Admin fee / account holder | $6,776 | $7,953-14.8% | $12,993-47.8% | $6,925-2.2% |