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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 | $56,003 | $289,211-80.6% | $260,467-78.5% | $198,609-71.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 23.59% | 112.90%-89.3pp | 100.60%-77.0pp | 202.70%-179.1pp |
| Employer contribution / active EE | $5,492 | $4,663+17.8% | $4,239+29.6% | $5,055+8.6% |
| Participant deferral / active EE | $16,527 | $6,812+142.6% | $6,319+161.5% | $6,977+136.9% |
| Admin fee / account holder | $177,119 | $16,236+990.9% | $15,461+1045.6% | $19,030+830.7% |