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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 | $139,495 | $110,551+26.2% | $80,741+72.8% | $167,536-16.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 11.42% | 120.57%-109.1pp | 87.30%-75.9pp | 478.82%-467.4pp |
| Employer contribution / active EE | $121 | $1,543-92.1% | $1,160-89.5% | $4,839-97.5% |
| Participant deferral / active EE | $10,760 | $2,870+274.9% | $2,145+401.5% | $6,342+69.7% |
| Admin fee / account holder | $16,665 | $4,547+266.5% | $3,380+393.0% | $12,315+35.3% |