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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 | $44,932 | $180,462-75.1% | $154,111-70.8% | $135,379-66.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | 10.07% | 888.17%-878.1pp | 735.18%-725.1pp | 519.79%-509.7pp |
| Employer contribution / active EE | $2,825 | $6,036-53.2% | $5,298-46.7% | $4,779-40.9% |
| Participant deferral / active EE | $5,405 | $5,806-6.9% | $5,081+6.4% | $5,609-3.6% |
| Admin fee / account holder | $87,629 | $16,145+442.8% | $13,411+553.4% | $10,828+709.3% |