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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 | $17,072 | $100,139-83.0% | $85,187-80.0% | $145,884-88.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.32% | 84.15%-74.8pp | 66.67%-57.3pp | 551.85%-542.5pp |
| Employer contribution / active EE | $18,899 | $3,238+483.7% | $2,732+591.7% | $4,662+305.4% |
| Participant deferral / active EE | $11,667 | $5,296+120.3% | $4,525+157.8% | $6,690+74.4% |
| Admin fee / account holder | $58,785 | $7,262+709.5% | $6,162+854.0% | $13,392+339.0% |