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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 | $77,391 | $138,076-44.0% | $123,553-37.4% | $135,380-42.8% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | 1.48% | 153.70%-152.2pp | 119.21%-117.7pp | 519.81%-518.3pp |
| Employer contribution / active EE | $10,250 | $5,152+99.0% | $4,628+121.5% | $4,779+114.5% |
| Participant deferral / active EE | $6,588 | $6,800-3.1% | $6,426+2.5% | $5,609+17.4% |
| Admin fee / account holder | $53,965 | $10,917+394.3% | $9,284+481.2% | $10,828+398.4% |