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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 | $66,480 | $138,075-51.9% | $123,552-46.2% | $135,379-50.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.48% | 153.70%-153.2pp | 119.20%-118.7pp | 519.79%-519.3pp |
| Employer contribution / active EE | $7,750 | $5,152+50.4% | $4,628+67.5% | $4,779+62.2% |
| Participant deferral / active EE | $2,468 | $6,800-63.7% | $6,426-61.6% | $5,609-56.0% |
| Admin fee / account holder | $29,046 | $10,917+166.1% | $9,285+212.8% | $10,828+168.3% |