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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 | $102,382-32.4% | $147,005-52.9% | $80,874-14.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.53% | 134.89%-118.4pp | 418.76%-402.2pp | 35.62%-19.1pp |
| Employer contribution / active EE | $5,167 | $3,715+39.1% | $4,934+4.7% | $2,756+87.5% |
| Participant deferral / active EE | $7,881 | $6,646+18.6% | $8,070-2.3% | $4,297+83.4% |
| Admin fee / account holder | $6,405 | $7,942-19.4% | $13,006-50.8% | $6,935-7.6% |