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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 | $49,260 | $198,457-75.2% | $170,435-71.1% | $147,586-66.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.00% | 257.30%-246.3pp | 205.94%-194.9pp | 578.59%-567.6pp |
| Employer contribution / active EE | $2,049 | $6,183-66.9% | $5,432-62.3% | $4,876-58.0% |
| Participant deferral / active EE | $2,695 | $5,629-52.1% | $4,939-45.4% | $5,439-50.5% |
| Admin fee / account holder | $225,836 | $16,852+1240.1% | $13,881+1527.0% | $10,886+1974.6% |