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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 | $50,765 | $115,814-56.2% | $101,275-49.9% | $158,982-68.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.32% | 56.16%-41.8pp | 46.48%-32.2pp | 302.99%-288.7pp |
| Employer contribution / active EE | $5,706 | $4,176+36.6% | $3,660+55.9% | $4,763+19.8% |
| Participant deferral / active EE | $4,009 | $4,958-19.1% | $4,371-8.3% | $5,983-33.0% |
| Admin fee / account holder | $36,437 | $7,249+402.7% | $5,948+512.6% | $11,252+223.8% |