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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 | $47,806 | $175,259-72.7% | $149,723-68.1% | $139,487-65.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.01% | 166.82%-141.8pp | 134.50%-109.5pp | 373.84%-348.8pp |
| Employer contribution / active EE | $3,233 | $5,478-41.0% | $4,821-32.9% | $4,755-32.0% |
| Participant deferral / active EE | $5,411 | $6,522-17.0% | $5,682-4.8% | $6,713-19.4% |
| Admin fee / account holder | $59,959 | $16,158+271.1% | $13,215+353.7% | $11,407+425.6% |