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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 | $45,910 | $102,595-55.3% | $94,057-51.2% | $154,746-70.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.69% | 583.42%-571.7pp | 480.62%-468.9pp | 172.34%-160.6pp |
| Employer contribution / active EE | $8,977 | $3,147+185.2% | $2,933+206.0% | $4,379+105.0% |
| Participant deferral / active EE | $6,329 | $5,118+23.7% | $4,709+34.4% | $6,730-6.0% |
| Admin fee / account holder | $30,554 | $7,736+295.0% | $7,244+321.8% | $14,365+112.7% |