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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 | $52,269 | $202,440-74.2% | $169,390-69.1% | $139,466-62.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 532.36%-520.9pp | 406.07%-394.6pp | 373.66%-362.2pp |
| Employer contribution / active EE | $5,797 | $4,693+23.5% | $4,013+44.5% | $4,754+21.9% |
| Participant deferral / active EE | $5,999 | $6,940-13.6% | $6,222-3.6% | $6,712-10.6% |
| Admin fee / account holder | $78,445 | $10,722+631.6% | $9,015+770.2% | $11,409+587.6% |