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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 | $32,916 | $99,079-66.8% | $78,002-57.8% | $273,972-88.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.61% | 217.93%-211.3pp | 425.99%-419.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,766 | $3,308-46.6% | $2,470-28.5% | $4,869-63.7% |
| Participant deferral / active EE | $1,072 | $4,306-75.1% | $3,497-69.3% | $5,287-79.7% |
| Admin fee / account holder | $66,391 | $8,954+641.5% | $5,481+1111.3% | $10,133+555.2% |