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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 | $61,968 | $70,666-12.3% | $169,385-63.4% | $75,181-17.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 15.21% | 36.37%-21.2pp | 405.82%-390.6pp | 160.69%-145.5pp |
| Employer contribution / active EE | $10,000 | $2,210+352.4% | $4,012+149.3% | $2,671+274.5% |
| Participant deferral / active EE | $0 | $4,308-100.0% | $6,221-100.0% | $4,126-100.0% |
| Admin fee / account holder | $28,863 | $5,402+434.3% | $9,011+220.3% | $5,650+410.9% |