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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 | $115,411 | $217,432-46.9% | $185,849-37.9% | $167,536-31.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.00% | 148.42%-138.4pp | 122.10%-112.1pp | 478.82%-468.8pp |
| Employer contribution / active EE | $4,938 | $5,875-15.9% | $5,169-4.5% | $4,839+2.1% |
| Participant deferral / active EE | $8,344 | $6,357+31.2% | $5,569+49.8% | $6,342+31.6% |
| Admin fee / account holder | $478,948 | $19,818+2316.7% | $16,244+2848.5% | $12,315+3789.3% |