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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 | $217,432-76.0% | $185,851-71.9% | $167,553-68.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.34% | 148.43%-115.1pp | 122.11%-88.8pp | 478.89%-445.5pp |
| Employer contribution / active EE | $2,134 | $5,874-63.7% | $5,168-58.7% | $4,840-55.9% |
| Participant deferral / active EE | $5,852 | $6,357-7.9% | $5,569+5.1% | $6,343-7.7% |
| Admin fee / account holder | $90,178 | $19,820+355.0% | $16,245+455.1% | $12,316+632.2% |