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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 | $59,666 | $108,942-45.2% | $100,415-40.6% | $145,897-59.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.07% | 58.27%-43.2pp | 49.47%-34.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,987 | $4,422-32.5% | $3,943-24.3% | $4,663-35.9% |
| Participant deferral / active EE | $8,467 | $8,461+0.1% | $8,091+4.6% | $6,689+26.6% |
| Admin fee / account holder | $55,285 | $9,702+469.8% | $7,906+599.3% | $13,390+312.9% |