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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 | $48,330 | $125,193-61.4% | $105,591-54.2% | $145,978-66.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.76% | 225.53%-214.8pp | 116.43%-105.7pp | 550.52%-539.8pp |
| Employer contribution / active EE | $3,459 | $3,718-7.0% | $3,166+9.3% | $4,662-25.8% |
| Participant deferral / active EE | $4,988 | $5,708-12.6% | $5,008-0.4% | $6,690-25.4% |
| Admin fee / account holder | $50,383 | $17,277+191.6% | $11,024+357.0% | $13,400+276.0% |