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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 | $64,286 | $198,457-67.6% | $170,435-62.3% | $147,586-56.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.50% | 257.30%-243.8pp | 205.94%-192.4pp | 578.59%-565.1pp |
| Employer contribution / active EE | $4,019 | $6,183-35.0% | $5,432-26.0% | $4,876-17.6% |
| Participant deferral / active EE | $3,670 | $5,629-34.8% | $4,939-25.7% | $5,439-32.5% |
| Admin fee / account holder | $608,038 | $16,852+3508.1% | $13,881+4280.4% | $10,886+5485.6% |