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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 | $71,632 | $226,105-68.3% | $182,540-60.8% | $152,897-53.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.39% | 192.58%-177.2pp | 148.58%-133.2pp | 345.43%-330.0pp |
| Employer contribution / active EE | $5,540 | $4,978+11.3% | $4,076+35.9% | $4,764+16.3% |
| Participant deferral / active EE | $3,660 | $6,370-42.5% | $5,525-33.8% | $5,851-37.4% |
| Admin fee / account holder | $196,450 | $10,706+1735.0% | $8,593+2186.1% | $11,599+1593.6% |