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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 | $51,439 | $102,422-49.8% | $147,117-65.0% | $80,959-36.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.62% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $4,733 | $3,717+27.3% | $4,932-4.0% | $2,757+71.7% |
| Participant deferral / active EE | $4,419 | $6,652-33.6% | $8,065-45.2% | $4,300+2.8% |
| Admin fee / account holder | $22,349 | $7,953+181.0% | $12,993+72.0% | $6,925+222.7% |