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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 | $79,057 | $109,967-28.1% | $97,197-18.7% | $145,877-45.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.61% | 244.27%-232.7pp | 75.47%-63.9pp | 551.28%-539.7pp |
| Employer contribution / active EE | $9,376 | $3,077+204.8% | $2,723+244.4% | $4,663+101.1% |
| Participant deferral / active EE | $4,059 | $4,676-13.2% | $4,263-4.8% | $6,691-39.3% |
| Admin fee / account holder | $159,871 | $6,199+2479.0% | $5,637+2736.0% | $13,402+1092.9% |