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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 | $33,723 | $60,139-43.9% | $90,461-62.7% | $79,856-57.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.87% | 71.96%-60.1pp | 1294.76%-1282.9pp | 31.71%-19.8pp |
| Employer contribution / active EE | $3,043 | $2,069+47.1% | $3,264-6.8% | $2,471+23.1% |
| Participant deferral / active EE | $1,978 | $2,939-32.7% | $3,964-50.1% | $3,741-47.1% |
| Admin fee / account holder | $5,330 | $3,978+34.0% | $5,617-5.1% | $5,306+0.4% |