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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 | $100,073-41.6% | $85,126-31.4% | $145,877-59.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.77% | 84.11%-74.3pp | 66.63%-56.9pp | 551.28%-541.5pp |
| Employer contribution / active EE | $2,683 | $3,236-17.1% | $2,731-1.8% | $4,663-42.5% |
| Participant deferral / active EE | $5,548 | $5,294+4.8% | $4,523+22.7% | $6,691-17.1% |
| Admin fee / account holder | $123,451 | $7,261+1600.2% | $6,160+1904.0% | $13,402+821.1% |