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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 | $52,209 | $217,392-76.0% | $185,818-71.9% | $167,497-68.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.34% | 148.37%-115.0pp | 122.06%-88.7pp | 478.62%-445.3pp |
| Employer contribution / active EE | $2,134 | $5,873-63.7% | $5,168-58.7% | $4,838-55.9% |
| Participant deferral / active EE | $5,852 | $6,357-7.9% | $5,568+5.1% | $6,341-7.7% |
| Admin fee / account holder | $90,178 | $19,813+355.2% | $16,239+455.3% | $12,310+632.5% |