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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 | $37,436 | $183,539-79.6% | $155,556-75.9% | $145,897-74.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.17% | 61.31%-51.1pp | 64.84%-54.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $3,200 | $5,315-39.8% | $4,675-31.6% | $4,663-31.4% |
| Participant deferral / active EE | $7,690 | $6,467+18.9% | $5,631+36.6% | $6,689+15.0% |
| Admin fee / account holder | $46,997 | $19,275+143.8% | $15,885+195.9% | $13,390+251.0% |