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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 | $39,999 | $60,139-33.5% | $90,461-55.8% | $79,856-49.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.52% | 71.96%-54.4pp | 1294.76%-1277.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $4,588 | $2,069+121.8% | $3,264+40.6% | $2,471+85.7% |
| Participant deferral / active EE | $9,929 | $2,939+237.9% | $3,964+150.5% | $3,741+165.5% |
| Admin fee / account holder | $6,660 | $3,978+67.4% | $5,617+18.6% | $5,306+25.5% |