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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 | $49,481 | $72,071-31.3% | $68,368-27.6% | $137,256-63.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.48% | 353.14%-338.7pp | 292.57%-278.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,027 | $2,788-27.3% | $2,649-23.5% | $4,156-51.2% |
| Participant deferral / active EE | $3,924 | $4,410-11.0% | $4,123-4.8% | $6,407-38.8% |
| Admin fee / account holder | $1,087 | $5,336-79.6% | $5,150-78.9% | $12,270-91.1% |