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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 | $53,726 | $90,607-40.7% | $79,467-32.4% | $135,380-60.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.69% | 977.74%-968.0pp | 718.30%-708.6pp | 519.81%-510.1pp |
| Employer contribution / active EE | $2,826 | $3,068-7.9% | $2,800+0.9% | $4,779-40.9% |
| Participant deferral / active EE | $4,134 | $4,050+2.1% | $3,704+11.6% | $5,609-26.3% |
| Admin fee / account holder | $15,139 | $5,895+156.8% | $5,104+196.6% | $10,828+39.8% |