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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 | $52,720 | $183,988-71.3% | $162,177-67.5% | $152,897-65.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 16.45% | 150.79%-134.3pp | 115.60%-99.2pp | 345.43%-329.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,632 | $8,032+32.4% | $7,297+45.7% | $5,851+81.7% |
| Admin fee / account holder | $110,957 | $13,123+745.5% | $10,843+923.3% | $11,599+856.6% |