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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 | $51,006 | $102,938-50.4% | $94,105-45.8% | $138,895-63.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 11.19% | 250.28%-239.1pp | 204.55%-193.4pp | 145.39%-134.2pp |
| Employer contribution / active EE | $3,984 | $2,732+45.8% | $2,504+59.1% | $4,194-5.0% |
| Participant deferral / active EE | $7,994 | $4,196+90.5% | $3,881+106.0% | $6,396+25.0% |
| Admin fee / account holder | $54,878 | $6,600+731.5% | $6,199+785.2% | $12,562+336.8% |