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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 | $54,590 | $88,702-38.5% | $81,780-33.2% | $145,978-62.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.39% | 1029.12%-1018.7pp | 776.27%-765.9pp | 550.52%-540.1pp |
| Employer contribution / active EE | $1,854 | $3,084-39.9% | $2,914-36.4% | $4,662-60.2% |
| Participant deferral / active EE | $4,273 | $4,645-8.0% | $4,321-1.1% | $6,690-36.1% |
| Admin fee / account holder | $54,374 | $8,414+546.2% | $7,384+636.4% | $13,400+305.8% |