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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 | $68,873 | $90,486-23.9% | $78,676-12.5% | $273,972-74.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.83% | 75.62%-63.8pp | 62.19%-50.4pp | 41.46%-29.6pp |
| Employer contribution / active EE | $18,750 | $3,175+490.5% | $2,850+557.9% | $4,869+285.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $118,158 | $5,263+2145.0% | $4,510+2519.9% | $10,133+1066.1% |