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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 | $100,073-39.2% | $85,126-28.5% | $145,877-58.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.23% | 84.11%-73.9pp | 66.63%-56.4pp | 551.28%-541.1pp |
| Employer contribution / active EE | $7,057 | $3,236+118.1% | $2,731+158.4% | $4,663+51.3% |
| Participant deferral / active EE | $2,955 | $5,294-44.2% | $4,523-34.7% | $6,691-55.8% |
| Admin fee / account holder | $55,754 | $7,261+667.9% | $6,160+805.1% | $13,402+316.0% |