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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 | $51,619 | $88,710-41.8% | $81,783-36.9% | $145,959-64.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.48% | 1027.26%-1015.8pp | 775.05%-763.6pp | 561.95%-550.5pp |
| Employer contribution / active EE | $2,262 | $3,083-26.6% | $2,913-22.3% | $4,661-51.5% |
| Participant deferral / active EE | $5,143 | $4,645+10.7% | $4,320+19.0% | $6,689-23.1% |
| Admin fee / account holder | $17,500 | $8,407+108.2% | $7,380+137.1% | $13,398+30.6% |