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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 | $163,427 | $58,275+180.4% | $81,844+99.7% | $80,935+101.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.13% | 41.82%-30.7pp | 778.87%-767.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $10,197 | $2,346+334.7% | $2,916+249.6% | $2,757+269.9% |
| Participant deferral / active EE | $9,900 | $3,285+201.3% | $4,323+129.0% | $4,299+130.3% |
| Admin fee / account holder | $66,666 | $4,749+1303.9% | $7,355+806.3% | $6,924+862.8% |