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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 | $44,789 | $289,211-84.5% | $260,467-82.8% | $198,609-77.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 13.19% | 112.90%-99.7pp | 100.60%-87.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $1,930 | $4,663-58.6% | $4,239-54.5% | $5,055-61.8% |
| Participant deferral / active EE | $8,099 | $6,812+18.9% | $6,319+28.2% | $6,977+16.1% |
| Admin fee / account holder | $53,443 | $16,236+229.2% | $15,461+245.7% | $19,030+180.8% |