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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 | $45,493 | $91,536-50.3% | $130,062-65.0% | $75,177-39.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.50% | -631.62%+646.1pp | -137.37%+151.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $9,178 | $2,845+222.6% | $4,322+112.4% | $2,671+243.6% |
| Participant deferral / active EE | $5,317 | $4,343+22.4% | $5,821-8.6% | $4,126+28.9% |
| Admin fee / account holder | $1,472 | $6,780-78.3% | $10,601-86.1% | $5,651-74.0% |