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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 | $31,466 | $102,595-69.3% | $94,057-66.5% | $154,746-79.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.01% | 583.42%-572.4pp | 480.62%-469.6pp | 172.34%-161.3pp |
| Employer contribution / active EE | $5,900 | $3,147+87.5% | $2,933+101.2% | $4,379+34.7% |
| Participant deferral / active EE | $5,840 | $5,118+14.1% | $4,709+24.0% | $6,730-13.2% |
| Admin fee / account holder | $79,375 | $7,736+926.1% | $7,244+995.7% | $14,365+452.6% |