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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 | $60,823 | $100,203-39.3% | $85,240-28.6% | $145,897-58.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.23% | 84.28%-74.0pp | 66.75%-56.5pp | 552.29%-542.1pp |
| Employer contribution / active EE | $7,057 | $3,242+117.7% | $2,735+158.0% | $4,663+51.4% |
| Participant deferral / active EE | $2,955 | $5,299-44.2% | $4,527-34.7% | $6,689-55.8% |
| Admin fee / account holder | $55,754 | $7,265+667.4% | $6,165+804.4% | $13,390+316.4% |