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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 | $125,184-61.4% | $105,607-54.2% | $145,884-66.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.76% | 225.00%-214.2pp | 116.11%-105.3pp | 551.85%-541.1pp |
| Employer contribution / active EE | $3,459 | $3,720-7.0% | $3,167+9.2% | $4,662-25.8% |
| Participant deferral / active EE | $4,988 | $5,714-12.7% | $5,011-0.5% | $6,690-25.4% |
| Admin fee / account holder | $50,383 | $17,133+194.1% | $10,958+359.8% | $13,392+276.2% |