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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 | $50,377 | $132,099-61.9% | $115,599-56.4% | $138,895-63.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 15.00% | 176.76%-161.8pp | 111.10%-96.1pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,969 | $3,416-13.1% | $2,955+0.5% | $4,194-29.2% |
| Participant deferral / active EE | $28,887 | $5,617+414.3% | $4,889+490.8% | $6,396+351.6% |
| Admin fee / account holder | $149,063 | $15,650+852.5% | $12,841+1060.9% | $12,562+1086.6% |