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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 | $82,156 | $118,708-30.8% | $98,920-16.9% | $158,966-48.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 6.48% | 372.49%-366.0pp | 196.47%-190.0pp | 302.95%-296.5pp |
| Employer contribution / active EE | $29,593 | $3,334+787.6% | $2,689+1000.4% | $4,762+521.4% |
| Participant deferral / active EE | $45,218 | $5,089+788.5% | $4,245+965.2% | $5,983+655.8% |
| Admin fee / account holder | $52,026 | $10,134+413.4% | $6,643+683.2% | $11,250+362.5% |