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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 | $52,220 | $103,038-49.3% | $90,324-42.2% | $152,909-65.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.15% | 95.25%-78.1pp | 78.15%-61.0pp | 345.46%-328.3pp |
| Employer contribution / active EE | $4,289 | $3,141+36.6% | $2,856+50.2% | $4,764-10.0% |
| Participant deferral / active EE | $1,527 | $4,282-64.3% | $3,885-60.7% | $5,851-73.9% |
| Admin fee / account holder | $30,008 | $6,177+385.8% | $5,356+460.3% | $11,601+158.7% |