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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 | $67,895 | $91,538-25.8% | $130,014-47.8% | $75,173-9.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.44% | -631.11%+649.6pp | -137.22%+155.7pp | 160.65%-142.2pp |
| Employer contribution / active EE | $8,815 | $2,845+209.8% | $4,320+104.0% | $2,670+230.1% |
| Participant deferral / active EE | $20,296 | $4,341+367.5% | $5,821+248.7% | $4,126+392.0% |
| Admin fee / account holder | $19,489 | $6,790+187.0% | $10,616+83.6% | $5,651+244.9% |