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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 | $69,215 | $102,422-32.4% | $147,117-53.0% | $80,959-14.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.53% | 135.16%-118.6pp | 420.54%-404.0pp | 35.67%-19.1pp |
| Employer contribution / active EE | $5,167 | $3,717+39.0% | $4,932+4.7% | $2,757+87.4% |
| Participant deferral / active EE | $7,881 | $6,652+18.5% | $8,065-2.3% | $4,300+83.3% |
| Admin fee / account holder | $6,405 | $7,953-19.5% | $12,993-50.7% | $6,925-7.5% |