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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 | $45,177 | $99,652-54.7% | $78,778-42.7% | $147,586-69.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.97% | 47.28%-37.3pp | 35.62%-25.6pp | 578.59%-568.6pp |
| Employer contribution / active EE | $1,187 | $2,796-57.5% | $1,986-40.2% | $4,876-75.7% |
| Participant deferral / active EE | $1,721 | $3,664-53.0% | $2,958-41.8% | $5,439-68.4% |
| Admin fee / account holder | $43,157 | $7,155+503.2% | $5,134+740.6% | $10,886+296.5% |