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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 | $37,761 | $103,008-63.3% | $90,304-58.2% | $152,897-75.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.48% | 95.22%-81.7pp | 78.13%-64.7pp | 345.43%-332.0pp |
| Employer contribution / active EE | $1,833 | $3,139-41.6% | $2,855-35.8% | $4,764-61.5% |
| Participant deferral / active EE | $12,921 | $4,281+201.8% | $3,885+232.6% | $5,851+120.8% |
| Admin fee / account holder | $125,415 | $6,175+1931.1% | $5,354+2242.5% | $11,599+981.2% |