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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 | $53,127 | $91,536-42.0% | $130,062-59.2% | $75,177-29.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 21.21% | -631.62%+652.8pp | -137.37%+158.6pp | 160.75%-139.5pp |
| Employer contribution / active EE | $4,247 | $2,845+49.3% | $4,322-1.7% | $2,671+59.0% |
| Participant deferral / active EE | $10,901 | $4,343+151.0% | $5,821+87.3% | $4,126+164.2% |
| Admin fee / account holder | $7,650 | $6,780+12.8% | $10,601-27.8% | $5,651+35.4% |