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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 | $37,975 | $232,540-83.7% | $185,117-79.5% | $147,586-74.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.45% | 43.03%-32.6pp | 40.50%-30.0pp | 578.59%-568.1pp |
| Employer contribution / active EE | $1,321 | $5,195-74.6% | $4,182-68.4% | $4,876-72.9% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,636 | $10,275+91.1% | $8,159+140.7% | $10,886+80.4% |