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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 | $100,203-47.8% | $85,240-38.6% | $145,897-64.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.59% | 84.28%-73.7pp | 66.75%-56.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $3,343 | $3,242+3.1% | $2,735+22.2% | $4,663-28.3% |
| Participant deferral / active EE | $8,409 | $5,299+58.7% | $4,527+85.7% | $6,689+25.7% |
| Admin fee / account holder | $85,143 | $7,265+1072.0% | $6,165+1281.1% | $13,390+535.8% |