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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 | $49,140 | $106,280-53.8% | $96,538-49.1% | $139,487-64.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.93% | 38.48%-24.6pp | 35.74%-21.8pp | 373.84%-359.9pp |
| Employer contribution / active EE | $16,810 | $4,107+309.3% | $3,740+349.4% | $4,755+253.6% |
| Participant deferral / active EE | $4,019 | $5,457-26.4% | $4,880-17.7% | $6,713-40.1% |
| Admin fee / account holder | $33,636 | $7,888+326.4% | $6,737+399.2% | $11,407+194.9% |