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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 | $83,775 | $109,908-23.8% | $97,161-13.8% | $145,978-42.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.79% | 243.80%-231.0pp | 75.36%-62.6pp | 550.52%-537.7pp |
| Employer contribution / active EE | $5,780 | $3,077+87.8% | $2,723+112.2% | $4,662+24.0% |
| Participant deferral / active EE | $5,682 | $4,679+21.4% | $4,265+33.2% | $6,690-15.1% |
| Admin fee / account holder | $37,635 | $6,213+505.8% | $5,647+566.4% | $13,400+180.9% |