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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 | $132,634-62.0% | $115,768-56.5% | $137,256-63.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.00% | 160.70%-145.7pp | 100.46%-85.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,969 | $3,360-11.6% | $2,940+1.0% | $4,156-28.6% |
| Participant deferral / active EE | $28,887 | $5,619+414.1% | $4,917+487.5% | $6,407+350.9% |
| Admin fee / account holder | $149,063 | $15,028+891.9% | $12,439+1098.3% | $12,270+1114.8% |