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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 | $74,215 | $109,967-32.5% | $97,197-23.6% | $145,877-49.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.93% | 244.27%-227.3pp | 75.47%-58.5pp | 551.28%-534.3pp |
| Employer contribution / active EE | $1,041 | $3,077-66.2% | $2,723-61.8% | $4,663-77.7% |
| Participant deferral / active EE | $6,182 | $4,676+32.2% | $4,263+45.0% | $6,691-7.6% |
| Admin fee / account holder | $51,674 | $6,199+733.6% | $5,637+816.7% | $13,402+285.6% |