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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 | $56,835 | $108,912-47.8% | $100,383-43.4% | $145,959-61.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.18% | 57.96%-36.8pp | 49.26%-28.1pp | 561.95%-540.8pp |
| Employer contribution / active EE | $4,283 | $4,423-3.2% | $3,944+8.6% | $4,661-8.1% |
| Participant deferral / active EE | $7,865 | $8,451-6.9% | $8,086-2.7% | $6,689+17.6% |
| Admin fee / account holder | $4,553 | $9,690-53.0% | $7,900-42.4% | $13,398-66.0% |