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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 | $53,345 | $60,119-11.3% | $90,430-41.0% | $79,858-33.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.94% | 71.94%-53.0pp | 1293.73%-1274.8pp | 31.72%-12.8pp |
| Employer contribution / active EE | $2,793 | $2,068+35.1% | $3,262-14.4% | $2,471+13.0% |
| Participant deferral / active EE | $2,341 | $2,938-20.3% | $3,963-40.9% | $3,740-37.4% |
| Admin fee / account holder | $3,327 | $3,976-16.3% | $5,613-40.7% | $5,306-37.3% |