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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 | $48,558 | $217,427-77.7% | $185,837-73.9% | $167,518-71.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.30% | 148.39%-135.1pp | 122.08%-108.8pp | 478.71%-465.4pp |
| Employer contribution / active EE | $10,146 | $5,874+72.7% | $5,168+96.3% | $4,838+109.7% |
| Participant deferral / active EE | $7,102 | $6,357+11.7% | $5,568+27.5% | $6,342+12.0% |
| Admin fee / account holder | $226,673 | $19,816+1043.9% | $16,241+1295.6% | $12,312+1741.0% |