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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 | $61,125-0.3% | $94,057-35.2% | $87,485-30.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 14.14% | 35.20%-21.1pp | 480.62%-466.5pp | 26.06%-11.9pp |
| Employer contribution / active EE | $3,537 | $2,136+65.6% | $2,933+20.6% | $2,596+36.3% |
| Participant deferral / active EE | $5,037 | $3,260+54.5% | $4,709+7.0% | $4,274+17.9% |
| Admin fee / account holder | $13,106 | $5,629+132.8% | $7,244+80.9% | $7,775+68.6% |