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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 | $57,704 | $102,638-43.8% | $81,991-29.6% | $158,966-63.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 54.00% | 61.05%-7.1pp | 41.31%+12.7pp | 302.95%-248.9pp |
| Employer contribution / active EE | $2,107 | $3,241-35.0% | $2,498-15.7% | $4,762-55.8% |
| Participant deferral / active EE | $3,266 | $4,649-29.8% | $3,722-12.3% | $5,983-45.4% |
| Admin fee / account holder | $1,858 | $8,237-77.4% | $5,665-67.2% | $11,250-83.5% |