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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 | $42,222 | $102,429-58.8% | $147,096-71.3% | $80,925-47.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.98% | 135.02%-115.0pp | 419.75%-399.8pp | 35.65%-15.7pp |
| Employer contribution / active EE | $4,963 | $3,716+33.6% | $4,936+0.5% | $2,756+80.0% |
| Participant deferral / active EE | $9,929 | $6,649+49.3% | $8,071+23.0% | $4,299+131.0% |
| Admin fee / account holder | $1,946 | $7,957-75.5% | $13,005-85.0% | $6,940-72.0% |