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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 | $106,333 | $65,555+62.2% | $86,216+23.3% | $75,173+41.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 23.04% | 46.07%-23.0pp | 1169.42%-1146.4pp | 160.72%-137.7pp |
| Employer contribution / active EE | $1,826 | $1,553+17.5% | $2,382-23.3% | $2,671-31.6% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $30,464 | $5,469+457.0% | $6,853+344.5% | $5,651+439.1% |