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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 | $102,429-40.7% | $147,096-58.7% | $80,925-25.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 24.17% | 135.02%-110.9pp | 419.75%-395.6pp | 35.65%-11.5pp |
| Employer contribution / active EE | $6,550 | $3,716+76.3% | $4,936+32.7% | $2,756+137.7% |
| Participant deferral / active EE | $14,060 | $6,649+111.5% | $8,071+74.2% | $4,299+227.1% |
| Admin fee / account holder | $1,555 | $7,957-80.5% | $13,005-88.0% | $6,940-77.6% |