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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 | $52,052 | $80,812-35.6% | $160,784-67.6% | $82,448-36.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 36.65% | 100.59%-63.9pp | 1803.92%-1767.3pp | 41.64%-5.0pp |
| Employer contribution / active EE | $3,314 | $2,174+52.5% | $3,733-11.2% | $2,551+29.9% |
| Participant deferral / active EE | $4,836 | $4,335+11.5% | $6,293-23.2% | $4,139+16.8% |
| Admin fee / account holder | $16,598 | $7,695+115.7% | $9,717+70.8% | $7,234+129.4% |