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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 | $100,003 | $175,231-42.9% | $149,696-33.2% | $139,466-28.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.04% | 166.77%-153.7pp | 134.46%-121.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $1,432 | $5,478-73.9% | $4,821-70.3% | $4,754-69.9% |
| Participant deferral / active EE | $3,347 | $6,521-48.7% | $5,682-41.1% | $6,712-50.1% |
| Admin fee / account holder | $197,326 | $16,155+1121.5% | $13,212+1393.5% | $11,409+1629.6% |