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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 | $73,165 | $107,363-31.9% | $92,909-21.3% | $152,897-52.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.29% | 145.63%-128.3pp | 109.44%-92.2pp | 345.43%-328.1pp |
| Employer contribution / active EE | $1,437 | $4,222-66.0% | $3,653-60.7% | $4,764-69.8% |
| Participant deferral / active EE | $2,463 | $4,848-49.2% | $4,238-41.9% | $5,851-57.9% |
| Admin fee / account holder | $72,635 | $7,082+925.7% | $5,795+1153.4% | $11,599+526.2% |