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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 | $96,660 | $171,492-43.6% | $150,734-35.9% | $198,609-51.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 10.65% | 804.70%-794.0pp | 600.81%-590.2pp | 202.70%-192.0pp |
| Employer contribution / active EE | $4,413 | $5,470-19.3% | $4,918-10.3% | $5,055-12.7% |
| Participant deferral / active EE | $3,397 | $6,259-45.7% | $5,610-39.5% | $6,977-51.3% |
| Admin fee / account holder | $47,643 | $17,628+170.3% | $14,905+219.6% | $19,030+150.4% |