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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 | $62,214 | $98,776-37.0% | $149,745-58.5% | $79,856-22.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.27% | 27.38%-6.1pp | 276.72%-255.4pp | 31.71%-10.4pp |
| Employer contribution / active EE | $5,774 | $3,217+79.5% | $4,646+24.3% | $2,471+133.7% |
| Participant deferral / active EE | $7,717 | $5,681+35.8% | $6,843+12.8% | $3,741+106.3% |
| Admin fee / account holder | $459 | $6,053-92.4% | $9,312-95.1% | $5,306-91.3% |