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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 | $67,134 | $100,203-33.0% | $85,240-21.2% | $145,897-54.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.09% | 84.28%-75.2pp | 66.75%-57.7pp | 552.29%-543.2pp |
| Employer contribution / active EE | $3,733 | $3,242+15.1% | $2,735+36.5% | $4,663-19.9% |
| Participant deferral / active EE | $9,850 | $5,299+85.9% | $4,527+117.6% | $6,689+47.2% |
| Admin fee / account holder | $43,327 | $7,265+496.4% | $6,165+602.8% | $13,390+223.6% |