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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 | $35,038 | $99,652-64.8% | $78,778-55.5% | $147,586-76.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 7.37% | 47.28%-39.9pp | 35.62%-28.3pp | 578.59%-571.2pp |
| Employer contribution / active EE | $4,924 | $2,796+76.1% | $1,986+148.0% | $4,876+1.0% |
| Participant deferral / active EE | $1,088 | $3,664-70.3% | $2,958-63.2% | $5,439-80.0% |
| Admin fee / account holder | $75,702 | $7,155+958.0% | $5,134+1374.6% | $10,886+595.4% |