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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 | $60,965 | $51,638+18.1% | $68,368-10.8% | $82,448-26.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.14% | 37.53%-23.4pp | 292.57%-278.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $3,537 | $2,047+72.8% | $2,649+33.5% | $2,551+38.7% |
| Participant deferral / active EE | $5,037 | $2,914+72.9% | $4,123+22.2% | $4,139+21.7% |
| Admin fee / account holder | $13,106 | $4,643+182.2% | $5,150+154.5% | $7,234+81.2% |