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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 | $19,039 | $108,911-82.5% | $100,392-81.0% | $145,884-86.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 58.23%-45.9pp | 49.45%-37.1pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,504 | $4,420-43.3% | $3,941-36.5% | $4,662-46.3% |
| Participant deferral / active EE | $5,961 | $8,459-29.5% | $8,090-26.3% | $6,690-10.9% |
| Admin fee / account holder | $47,586 | $9,698+390.7% | $7,904+502.0% | $13,392+255.3% |