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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 | $42,172 | $102,393-58.8% | $147,041-71.3% | $80,911-47.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.11% | 134.95%-118.8pp | 419.21%-403.1pp | 35.63%-19.5pp |
| Employer contribution / active EE | $4,347 | $3,715+17.0% | $4,935-11.9% | $2,756+57.7% |
| Participant deferral / active EE | $7,425 | $6,647+11.7% | $8,071-8.0% | $4,297+72.8% |
| Admin fee / account holder | $1,252 | $7,943-84.2% | $13,006-90.4% | $6,935-81.9% |