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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 | $52,991 | $124,175-57.3% | $108,405-51.1% | $167,536-68.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.56% | 1380.13%-1363.6pp | 905.55%-889.0pp | 478.82%-462.3pp |
| Employer contribution / active EE | $5,420 | $4,188+29.4% | $3,559+52.3% | $4,839+12.0% |
| Participant deferral / active EE | $10,425 | $6,908+50.9% | $6,563+58.9% | $6,342+64.4% |
| Admin fee / account holder | $24,791 | $9,457+162.2% | $7,297+239.8% | $12,315+101.3% |