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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 | $60,692 | $102,422-40.7% | $147,117-58.7% | $80,959-25.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 24.17% | 135.16%-111.0pp | 420.54%-396.4pp | 35.67%-11.5pp |
| Employer contribution / active EE | $6,550 | $3,717+76.2% | $4,932+32.8% | $2,757+137.6% |
| Participant deferral / active EE | $14,060 | $6,652+111.4% | $8,065+74.3% | $4,300+226.9% |
| Admin fee / account holder | $1,555 | $7,953-80.4% | $12,993-88.0% | $6,925-77.5% |