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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 | $51,080 | $61,125-16.4% | $94,057-45.7% | $87,485-41.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 21.83% | 35.20%-13.4pp | 480.62%-458.8pp | 26.06%-4.2pp |
| Employer contribution / active EE | $5,216 | $2,136+144.1% | $2,933+77.8% | $2,596+100.9% |
| Participant deferral / active EE | $12,402 | $3,260+280.4% | $4,709+163.3% | $4,274+190.2% |
| Admin fee / account holder | $4,560 | $5,629-19.0% | $7,244-37.1% | $7,775-41.4% |