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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 | $53,792 | $105,856-49.2% | $90,161-40.3% | $147,586-63.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.43% | 37.63%-23.2pp | 34.89%-20.5pp | 578.59%-564.2pp |
| Employer contribution / active EE | $5,319 | $4,126+28.9% | $3,318+60.3% | $4,876+9.1% |
| Participant deferral / active EE | $3,629 | $5,733-36.7% | $5,287-31.4% | $5,439-33.3% |
| Admin fee / account holder | $32,051 | $8,046+298.3% | $5,943+439.3% | $10,886+194.4% |