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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 | $58,010 | $28,624+102.7% | $53,647+8.1% | $82,637-29.8% |
| Participation rate | 100.0% | 47.3%+52.7pp | 56.3%+43.7pp | 68.1%+31.9pp |
| Annual return | 18.35% | 664.98%-646.6pp | 358.33%-340.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $1,375 | $637+115.9% | $962+42.9% | $2,552-46.1% |
| Participant deferral / active EE | $2,482 | $1,196+107.5% | $1,813+36.9% | $4,126-39.8% |
| Admin fee / account holder | $118,784 | $2,022+5775.4% | $2,460+4728.7% | $7,339+1518.6% |