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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 | $74,471 | $109,372-31.9% | $89,414-16.7% | $158,966-53.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 6.01% | 345.55%-339.5pp | 245.50%-239.5pp | 302.95%-296.9pp |
| Employer contribution / active EE | $1,120 | $3,171-64.7% | $2,586-56.7% | $4,762-76.5% |
| Participant deferral / active EE | $10,500 | $4,598+128.3% | $3,890+169.9% | $5,983+75.5% |
| Admin fee / account holder | $100,921 | $6,156+1539.3% | $4,883+1966.7% | $11,250+797.1% |