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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 | $58,982 | $68,394-13.8% | $94,672-37.7% | $75,177-21.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 23.33% | 616.92%-593.6pp | 156.89%-133.6pp | 160.75%-137.4pp |
| Employer contribution / active EE | $6,033 | $2,701+123.4% | $3,673+64.2% | $2,671+125.9% |
| Participant deferral / active EE | $10,923 | $6,536+67.1% | $7,417+47.3% | $4,126+164.7% |
| Admin fee / account holder | $4,755 | $5,326-10.7% | $7,222-34.2% | $5,651-15.9% |