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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 | $21,518 | $115,810-81.4% | $101,271-78.8% | $158,966-86.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.28% | 56.15%-41.9pp | 46.48%-32.2pp | 302.95%-288.7pp |
| Employer contribution / active EE | $5,465 | $4,175+30.9% | $3,660+49.3% | $4,762+14.7% |
| Participant deferral / active EE | $2,193 | $4,958-55.8% | $4,371-49.8% | $5,983-63.3% |
| Admin fee / account holder | $36,453 | $7,248+402.9% | $5,948+512.9% | $11,250+224.0% |