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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 | $50,388 | $110,093-54.2% | $97,295-48.2% | $145,897-65.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.09% | 244.76%-230.7pp | 75.62%-61.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $5,571 | $3,077+81.0% | $2,723+104.6% | $4,663+19.5% |
| Participant deferral / active EE | $10,806 | $4,678+131.0% | $4,264+153.5% | $6,689+61.5% |
| Admin fee / account holder | $1,092 | $6,212-82.4% | $5,646-80.7% | $13,390-91.8% |