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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 | $77,672 | $91,536-15.1% | $130,062-40.3% | $75,177+3.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.60% | -631.62%+647.2pp | -137.37%+153.0pp | 160.75%-145.1pp |
| Employer contribution / active EE | $10,011 | $2,845+251.9% | $4,322+131.6% | $2,671+274.8% |
| Participant deferral / active EE | $8,197 | $4,343+88.7% | $5,821+40.8% | $4,126+98.7% |
| Admin fee / account holder | $1,055 | $6,780-84.4% | $10,601-90.0% | $5,651-81.3% |