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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 | $48,665 | $60,139-19.1% | $90,461-46.2% | $79,856-39.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.21% | 71.96%-51.8pp | 1294.76%-1274.6pp | 31.71%-11.5pp |
| Employer contribution / active EE | $4,468 | $2,069+116.0% | $3,264+36.9% | $2,471+80.8% |
| Participant deferral / active EE | $4,273 | $2,939+45.4% | $3,964+7.8% | $3,741+14.2% |
| Admin fee / account holder | $1,405 | $3,978-64.7% | $5,617-75.0% | $5,306-73.5% |