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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 | $65,224 | $105,856-38.4% | $90,161-27.7% | $147,586-55.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.11% | 37.63%-26.5pp | 34.89%-23.8pp | 578.59%-567.5pp |
| Employer contribution / active EE | $14,106 | $4,126+241.8% | $3,318+325.1% | $4,876+189.3% |
| Participant deferral / active EE | $12,160 | $5,733+112.1% | $5,287+130.0% | $5,439+123.6% |
| Admin fee / account holder | $166,416 | $8,046+1968.3% | $5,943+2700.1% | $10,886+1428.7% |