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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 | $114,013-91.9% | $103,693-91.1% | $155,188-94.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 13.84% | 49.31%-35.5pp | 47.61%-33.8pp | 148.84%-135.0pp |
| Employer contribution / active EE | $5,042 | $3,131+61.0% | $2,920+72.6% | $4,248+18.7% |
| Participant deferral / active EE | $8,643 | $4,970+73.9% | $4,579+88.8% | $6,531+32.3% |
| Admin fee / account holder | $93,973 | $8,407+1017.8% | $7,858+1095.9% | $14,480+549.0% |