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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 | $137,685 | $110,039+25.1% | $97,260+41.6% | $145,884-5.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.71% | 244.44%-233.7pp | 75.54%-64.8pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,234 | $3,074-59.9% | $2,721-54.7% | $4,662-73.5% |
| Participant deferral / active EE | $4,936 | $4,674+5.6% | $4,262+15.8% | $6,690-26.2% |
| Admin fee / account holder | $99,866 | $6,204+1509.8% | $5,640+1670.7% | $13,392+645.7% |