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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 | $38,655 | $154,193-74.9% | $130,045-70.3% | $139,466-72.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.08% | 32.51%-20.4pp | -137.30%+149.4pp | 373.66%-361.6pp |
| Employer contribution / active EE | $6,540 | $5,292+23.6% | $4,321+51.3% | $4,754+37.6% |
| Participant deferral / active EE | $4,257 | $6,709-36.5% | $5,820-26.9% | $6,712-36.6% |
| Admin fee / account holder | $51,480 | $13,989+268.0% | $10,600+385.6% | $11,409+351.2% |