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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 | $34,725 | $152,619-77.2% | $125,195-72.3% | $152,909-77.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 58.76% | 54.85%+3.9pp | 43.79%+15.0pp | 345.46%-286.7pp |
| Employer contribution / active EE | $6,313 | $4,947+27.6% | $3,866+63.3% | $4,764+32.5% |
| Participant deferral / active EE | $5,631 | $5,869-4.0% | $4,937+14.1% | $5,851-3.8% |
| Admin fee / account holder | $126,485 | $13,437+841.3% | $9,704+1203.4% | $11,601+990.3% |