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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 | $70,941 | $156,616-54.7% | $133,346-46.8% | $198,609-64.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 9.72% | 44.25%-34.5pp | 36.85%-27.1pp | 202.70%-193.0pp |
| Employer contribution / active EE | $2,310 | $3,368-31.4% | $2,853-19.1% | $5,055-54.3% |
| Participant deferral / active EE | $11,264 | $4,920+129.0% | $4,332+160.0% | $6,977+61.5% |
| Admin fee / account holder | $167,250 | $17,468+857.5% | $14,264+1072.5% | $19,030+778.9% |