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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 | $35,195 | $73,546-52.1% | $63,018-44.2% | $147,586-76.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.08% | 175.56%-166.5pp | 87.62%-78.5pp | 578.59%-569.5pp |
| Employer contribution / active EE | $3,590 | $3,324+8.0% | $2,761+30.0% | $4,876-26.4% |
| Participant deferral / active EE | $6,021 | $4,185+43.9% | $3,330+80.8% | $5,439+10.7% |
| Admin fee / account holder | $101,628 | $5,956+1606.4% | $3,601+2722.4% | $10,886+833.6% |