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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 | $54,048 | $103,000-47.5% | $90,300-40.1% | $152,885-64.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.71% | 95.19%-81.5pp | 78.11%-64.4pp | 345.39%-331.7pp |
| Employer contribution / active EE | $1,481 | $3,138-52.8% | $2,854-48.1% | $4,763-68.9% |
| Participant deferral / active EE | $2,435 | $4,281-43.1% | $3,884-37.3% | $5,851-58.4% |
| Admin fee / account holder | $54,451 | $6,173+782.0% | $5,353+917.2% | $11,598+369.5% |