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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 | $59,980 | $102,385-41.4% | $147,080-59.2% | $80,935-25.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 20.49% | 135.09%-114.6pp | 420.17%-399.7pp | 35.66%-15.2pp |
| Employer contribution / active EE | $7,614 | $3,717+104.9% | $4,933+54.3% | $2,757+176.2% |
| Participant deferral / active EE | $10,936 | $6,651+64.4% | $8,066+35.6% | $4,299+154.4% |
| Admin fee / account holder | $7,054 | $7,951-11.3% | $12,989-45.7% | $6,924+1.9% |