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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 | $51,013 | $110,801-54.0% | $86,615-41.1% | $167,536-69.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 10.29% | 116.96%-106.7pp | 63.51%-53.2pp | 478.82%-468.5pp |
| Employer contribution / active EE | $2,741 | $3,245-15.5% | $2,496+9.8% | $4,839-43.4% |
| Participant deferral / active EE | $8,414 | $4,547+85.1% | $3,699+127.5% | $6,342+32.7% |
| Admin fee / account holder | $799 | $8,417-90.5% | $5,830-86.3% | $12,315-93.5% |