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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 | $57,533 | $102,429-43.8% | $147,096-60.9% | $80,925-28.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.32% | 135.02%-116.7pp | 419.75%-401.4pp | 35.65%-17.3pp |
| Employer contribution / active EE | $9,509 | $3,716+155.9% | $4,936+92.6% | $2,756+245.0% |
| Participant deferral / active EE | $16,191 | $6,649+143.5% | $8,071+100.6% | $4,299+276.6% |
| Admin fee / account holder | $642 | $7,957-91.9% | $13,005-95.1% | $6,940-90.8% |