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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 | $25,810 | $72,071-64.2% | $68,368-62.2% | $137,256-81.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.87% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,768 | $2,788-0.7% | $2,649+4.5% | $4,156-33.4% |
| Participant deferral / active EE | $7,152 | $4,410+62.2% | $4,123+73.5% | $6,407+11.6% |
| Admin fee / account holder | $30,141 | $5,336+464.9% | $5,150+485.3% | $12,270+145.6% |