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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 | $48,103 | $60,128-20.0% | $90,440-46.8% | $79,852-39.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.31% | 71.95%-60.6pp | 1294.38%-1283.1pp | 31.72%-20.4pp |
| Employer contribution / active EE | $1,084 | $2,068-47.6% | $3,263-66.8% | $2,471-56.1% |
| Participant deferral / active EE | $1,308 | $2,939-55.5% | $3,964-67.0% | $3,740-65.0% |
| Admin fee / account holder | $2,733 | $3,977-31.3% | $5,615-51.3% | $5,306-48.5% |