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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 | $49,136 | $102,393-52.0% | $147,041-66.6% | $80,911-39.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.87% | 134.95%-122.1pp | 419.21%-406.3pp | 35.63%-22.8pp |
| Employer contribution / active EE | $6,016 | $3,715+61.9% | $4,935+21.9% | $2,756+118.3% |
| Participant deferral / active EE | $3,295 | $6,647-50.4% | $8,071-59.2% | $4,297-23.3% |
| Admin fee / account holder | $1,131 | $7,943-85.8% | $13,006-91.3% | $6,935-83.7% |