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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 | $53,150 | $118,708-55.2% | $98,920-46.3% | $158,966-66.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 189.44% | 372.49%-183.0pp | 196.47%-7.0pp | 302.95%-113.5pp |
| Employer contribution / active EE | $1,312 | $3,334-60.6% | $2,689-51.2% | $4,762-72.5% |
| Participant deferral / active EE | $12,061 | $5,089+137.0% | $4,245+184.1% | $5,983+101.6% |
| Admin fee / account holder | $25,015 | $10,134+146.9% | $6,643+276.6% | $11,250+122.4% |