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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 | $52,896 | $154,209-65.7% | $130,062-59.3% | $139,487-62.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.43% | 32.52%-20.1pp | -137.37%+149.8pp | 373.84%-361.4pp |
| Employer contribution / active EE | $10,263 | $5,292+93.9% | $4,322+137.5% | $4,755+115.9% |
| Participant deferral / active EE | $11,637 | $6,709+73.4% | $5,821+99.9% | $6,713+73.4% |
| Admin fee / account holder | $66,359 | $13,988+374.4% | $10,601+526.0% | $11,407+481.7% |