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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 | $35,908 | $124,336-71.1% | $111,303-67.7% | $167,518-78.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.95% | 37.45%-27.5pp | 54.66%-44.7pp | 478.71%-468.8pp |
| Employer contribution / active EE | $11,343 | $3,436+230.1% | $2,731+315.3% | $4,838+134.4% |
| Participant deferral / active EE | $17,477 | $5,181+237.3% | $4,487+289.5% | $6,342+175.6% |
| Admin fee / account holder | $112,260 | $10,623+956.8% | $7,966+1309.3% | $12,312+811.8% |