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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 | $42,634 | $109,344-61.0% | $89,400-52.3% | $158,950-73.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.60% | 345.73%-335.1pp | 245.64%-235.0pp | 302.91%-292.3pp |
| Employer contribution / active EE | $14,395 | $3,170+354.1% | $2,586+456.7% | $4,762+202.3% |
| Participant deferral / active EE | $2,493 | $4,599-45.8% | $3,890-35.9% | $5,983-58.3% |
| Admin fee / account holder | $31,493 | $6,154+411.8% | $4,882+545.1% | $11,248+180.0% |