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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 | $56,073 | $176,120-68.2% | $159,487-64.8% | $167,553-66.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.84% | 331.95%-314.1pp | 263.71%-245.9pp | 478.89%-461.0pp |
| Employer contribution / active EE | $7,516 | $5,299+41.8% | $4,831+55.6% | $4,840+55.3% |
| Participant deferral / active EE | $10,787 | $7,752+39.1% | $7,354+46.7% | $6,343+70.1% |
| Admin fee / account holder | $474,859 | $12,561+3680.4% | $10,804+4295.3% | $12,316+3755.5% |