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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 | $44,332 | $73,546-39.7% | $63,018-29.7% | $147,586-70.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.13% | 175.56%-162.4pp | 87.62%-74.5pp | 578.59%-565.5pp |
| Employer contribution / active EE | $1,855 | $3,324-44.2% | $2,761-32.8% | $4,876-62.0% |
| Participant deferral / active EE | $2,913 | $4,185-30.4% | $3,330-12.5% | $5,439-46.4% |
| Admin fee / account holder | $10,035 | $5,956+68.5% | $3,601+178.7% | $10,886-7.8% |