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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 | $61,977 | $133,981-53.7% | $112,249-44.8% | $134,532-53.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 26.41% | 47.16%-20.8pp | 27.48%-1.1pp | 418.27%-391.9pp |
| Employer contribution / active EE | $3,716 | $4,040-8.0% | $3,636+2.2% | $4,741-21.6% |
| Participant deferral / active EE | $10,491 | $5,292+98.2% | $4,729+121.8% | $6,401+63.9% |
| Admin fee / account holder | $54,385 | $7,492+625.9% | $6,412+748.1% | $11,429+375.9% |