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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 | $208,088-73.1% | $186,193-69.9% | $154,746-63.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 23.59% | 89.97%-66.4pp | 78.03%-54.4pp | 172.34%-148.8pp |
| Employer contribution / active EE | $5,492 | $4,340+26.6% | $3,918+40.2% | $4,379+25.4% |
| Participant deferral / active EE | $16,527 | $7,078+133.5% | $6,513+153.8% | $6,730+145.6% |
| Admin fee / account holder | $177,119 | $11,698+1414.1% | $11,058+1501.7% | $14,365+1133.0% |