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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 | $71,473 | $88,815-19.5% | $81,882-12.7% | $145,897-51.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.87% | 1033.75%-1022.9pp | 779.47%-768.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $4,020 | $3,086+30.2% | $2,916+37.9% | $4,663-13.8% |
| Participant deferral / active EE | $1,956 | $4,647-57.9% | $4,323-54.8% | $6,689-70.8% |
| Admin fee / account holder | $187,176 | $8,434+2119.2% | $7,360+2443.3% | $13,390+1297.8% |