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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 | $47,837 | $144,124-66.8% | $117,857-59.4% | $147,585-67.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.29% | 531.17%-520.9pp | 335.09%-324.8pp | 578.56%-568.3pp |
| Employer contribution / active EE | $11,898 | $4,897+143.0% | $3,786+214.2% | $4,876+144.0% |
| Participant deferral / active EE | $6,349 | $5,316+19.4% | $4,482+41.7% | $5,439+16.7% |
| Admin fee / account holder | $183,413 | $10,886+1584.8% | $8,020+2186.9% | $10,885+1584.9% |