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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 | $47,083 | $210,698-77.7% | $178,014-73.6% | $145,959-67.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.39% | 386.27%-374.9pp | 294.80%-283.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $22,394 | $4,567+390.3% | $3,950+466.9% | $4,661+380.5% |
| Participant deferral / active EE | $9,432 | $6,958+35.6% | $6,276+50.3% | $6,689+41.0% |
| Admin fee / account holder | $469,968 | $12,016+3811.2% | $10,362+4435.7% | $13,398+3407.8% |