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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 | $102,429-49.8% | $147,096-65.0% | $80,925-36.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.62% | 135.02%-122.4pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $4,733 | $3,716+27.4% | $4,936-4.1% | $2,756+71.7% |
| Participant deferral / active EE | $4,419 | $6,649-33.5% | $8,071-45.2% | $4,299+2.8% |
| Admin fee / account holder | $22,349 | $7,957+180.9% | $13,005+71.8% | $6,940+222.0% |