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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 | $38,432 | $148,582-74.1% | $135,942-71.7% | $139,456-72.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.96% | 79.26%-59.3pp | 68.28%-48.3pp | 373.45%-353.5pp |
| Employer contribution / active EE | $2,760 | $5,245-47.4% | $4,858-43.2% | $4,753-41.9% |
| Participant deferral / active EE | $10,000 | $8,101+23.4% | $7,759+28.9% | $6,711+49.0% |
| Admin fee / account holder | $100,239 | $12,402+708.2% | $10,764+831.2% | $11,407+778.8% |