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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 | $99,921-39.1% | $85,009-28.5% | $145,959-58.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.23% | 83.89%-73.7pp | 66.47%-56.2pp | 561.95%-551.7pp |
| Employer contribution / active EE | $7,057 | $3,233+118.3% | $2,728+158.7% | $4,661+51.4% |
| Participant deferral / active EE | $2,955 | $5,293-44.2% | $4,522-34.6% | $6,689-55.8% |
| Admin fee / account holder | $55,754 | $7,252+668.8% | $6,153+806.2% | $13,398+316.1% |