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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 | $58,471 | $125,778-53.5% | $114,563-49.0% | $154,746-62.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 7.41% | 295.14%-287.7pp | 241.09%-233.7pp | 172.34%-164.9pp |
| Employer contribution / active EE | $2,500 | $2,806-10.9% | $2,592-3.6% | $4,379-42.9% |
| Participant deferral / active EE | $2,500 | $4,445-43.8% | $4,142-39.6% | $6,730-62.9% |
| Admin fee / account holder | $41,297 | $8,190+404.2% | $7,623+441.7% | $14,365+187.5% |