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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 | $64,621 | $108,882-40.7% | $96,754-33.2% | $154,746-58.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.44% | 98.39%-78.9pp | 82.04%-62.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $21,126 | $3,018+599.9% | $2,679+688.5% | $4,379+382.4% |
| Participant deferral / active EE | $38,837 | $5,323+629.6% | $4,758+716.2% | $6,730+477.0% |
| Admin fee / account holder | $32,081 | $10,200+214.5% | $8,905+260.3% | $14,365+123.3% |