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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 | $9,250 | $72,071-87.2% | $68,368-86.5% | $137,256-93.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.84% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $5,042 | $2,788+80.8% | $2,649+90.3% | $4,156+21.3% |
| Participant deferral / active EE | $8,643 | $4,410+96.0% | $4,123+109.7% | $6,407+34.9% |
| Admin fee / account holder | $93,973 | $5,336+1661.3% | $5,150+1724.8% | $12,270+665.9% |