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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 | $59,666 | $108,897-45.2% | $100,378-40.6% | $145,877-59.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.07% | 58.17%-43.1pp | 49.41%-34.3pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,987 | $4,420-32.4% | $3,942-24.2% | $4,663-36.0% |
| Participant deferral / active EE | $8,467 | $8,455+0.1% | $8,087+4.7% | $6,691+26.6% |
| Admin fee / account holder | $55,285 | $9,690+470.5% | $7,899+599.9% | $13,402+312.5% |