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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 | $52,326 | $99,921-47.6% | $85,009-38.4% | $145,959-64.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.59% | 83.89%-73.3pp | 66.47%-55.9pp | 561.95%-551.4pp |
| Employer contribution / active EE | $3,343 | $3,233+3.4% | $2,728+22.5% | $4,661-28.3% |
| Participant deferral / active EE | $8,409 | $5,293+58.9% | $4,522+86.0% | $6,689+25.7% |
| Admin fee / account holder | $85,143 | $7,252+1074.1% | $6,153+1283.9% | $13,398+535.5% |