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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 | $64,433 | $226,105-71.5% | $182,540-64.7% | $152,897-57.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 9.48% | 192.58%-183.1pp | 148.58%-139.1pp | 345.43%-335.9pp |
| Employer contribution / active EE | $1,831 | $4,978-63.2% | $4,076-55.1% | $4,764-61.6% |
| Participant deferral / active EE | $7,926 | $6,370+24.4% | $5,525+43.5% | $5,851+35.5% |
| Admin fee / account holder | $213,252 | $10,706+1892.0% | $8,593+2381.6% | $11,599+1738.5% |