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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 | $100,073-47.7% | $85,126-38.5% | $145,877-64.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.59% | 84.11%-73.5pp | 66.63%-56.0pp | 551.28%-540.7pp |
| Employer contribution / active EE | $3,343 | $3,236+3.3% | $2,731+22.4% | $4,663-28.3% |
| Participant deferral / active EE | $8,409 | $5,294+58.8% | $4,523+85.9% | $6,691+25.7% |
| Admin fee / account holder | $85,143 | $7,261+1072.6% | $6,160+1282.1% | $13,402+535.3% |