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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 | $50,021 | $226,135-77.9% | $182,558-72.6% | $152,909-67.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.14% | 192.60%-177.5pp | 148.59%-133.4pp | 345.46%-330.3pp |
| Employer contribution / active EE | $5,546 | $4,979+11.4% | $4,076+36.1% | $4,764+16.4% |
| Participant deferral / active EE | $8,617 | $6,371+35.3% | $5,526+55.9% | $5,851+47.3% |
| Admin fee / account holder | $51,556 | $10,707+381.5% | $8,594+499.9% | $11,601+344.4% |