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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 | $58,425 | $100,203-41.7% | $85,240-31.5% | $145,897-60.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.77% | 84.28%-74.5pp | 66.75%-57.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $2,683 | $3,242-17.2% | $2,735-1.9% | $4,663-42.5% |
| Participant deferral / active EE | $5,548 | $5,299+4.7% | $4,527+22.6% | $6,689-17.1% |
| Admin fee / account holder | $123,451 | $7,265+1599.2% | $6,165+1902.5% | $13,390+821.9% |