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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 | $27,460 | $121,656-77.4% | $104,614-73.8% | $158,950-82.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 7.20% | 465.51%-458.3pp | 340.56%-333.4pp | 302.91%-295.7pp |
| Employer contribution / active EE | $6,598 | $3,164+108.5% | $2,681+146.1% | $4,762+38.6% |
| Participant deferral / active EE | $5,808 | $4,177+39.0% | $3,739+55.3% | $5,983-2.9% |
| Admin fee / account holder | $38,600 | $7,775+396.5% | $6,464+497.2% | $11,248+243.2% |