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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 | $55,776 | $103,008-45.9% | $90,304-38.2% | $152,897-63.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.72% | 95.22%-81.5pp | 78.13%-64.4pp | 345.43%-331.7pp |
| Employer contribution / active EE | $5,126 | $3,139+63.3% | $2,855+79.5% | $4,764+7.6% |
| Participant deferral / active EE | $3,332 | $4,281-22.2% | $3,885-14.2% | $5,851-43.1% |
| Admin fee / account holder | $67,514 | $6,175+993.4% | $5,354+1161.0% | $11,599+482.0% |