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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 | $54,661 | $102,393-46.6% | $147,041-62.8% | $80,911-32.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 24.11% | 134.95%-110.8pp | 419.21%-395.1pp | 35.63%-11.5pp |
| Employer contribution / active EE | $6,818 | $3,715+83.5% | $4,935+38.2% | $2,756+147.4% |
| Participant deferral / active EE | $11,528 | $6,647+73.4% | $8,071+42.8% | $4,297+168.3% |
| Admin fee / account holder | $5,502 | $7,943-30.7% | $13,006-57.7% | $6,935-20.7% |