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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 | $51,812 | $47,479+9.1% | $62,929-17.7% | $82,448-37.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.16% | 20.34%-5.2pp | 1063.93%-1048.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,349 | $1,885+77.7% | $2,505+33.7% | $2,551+31.3% |
| Participant deferral / active EE | $5,003 | $2,870+74.3% | $3,888+28.7% | $4,139+20.9% |
| Admin fee / account holder | $7,786 | $3,804+104.7% | $5,065+53.7% | $7,234+7.6% |