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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 | $32,510 | $102,382-68.2% | $147,005-77.9% | $80,874-59.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 26.13% | 134.89%-108.8pp | 418.76%-392.6pp | 35.62%-9.5pp |
| Employer contribution / active EE | $6,714 | $3,715+80.7% | $4,934+36.1% | $2,756+143.6% |
| Participant deferral / active EE | $17,209 | $6,646+158.9% | $8,070+113.3% | $4,297+300.5% |
| Admin fee / account holder | $7,636 | $7,942-3.9% | $13,006-41.3% | $6,935+10.1% |