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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 | $211,224-77.7% | $178,505-73.6% | $145,897-67.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.39% | 30.28%-18.9pp | 27.16%-15.8pp | 552.29%-540.9pp |
| Employer contribution / active EE | $22,394 | $4,577+389.3% | $3,955+466.2% | $4,663+380.3% |
| Participant deferral / active EE | $9,432 | $6,966+35.4% | $6,280+50.2% | $6,689+41.0% |
| Admin fee / account holder | $469,968 | $12,109+3781.1% | $10,428+4406.9% | $13,390+3409.7% |