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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 | $52,892 | $114,119-53.7% | $107,187-50.7% | $138,895-61.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.15% | 273.21%-261.1pp | 204.55%-192.4pp | 145.39%-133.2pp |
| Employer contribution / active EE | $7,724 | $4,059+90.3% | $3,782+104.2% | $4,194+84.2% |
| Participant deferral / active EE | $4,281 | $5,538-22.7% | $5,096-16.0% | $6,396-33.1% |
| Admin fee / account holder | $61,655 | $10,024+515.1% | $9,162+572.9% | $12,562+390.8% |