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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 | $51,660 | $77,449-33.3% | $69,483-25.7% | $152,909-66.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 17.01% | 39.09%-22.1pp | 28.99%-12.0pp | 345.46%-328.5pp |
| Employer contribution / active EE | $5,247 | $3,316+58.3% | $2,780+88.8% | $4,764+10.1% |
| Participant deferral / active EE | $8,480 | $4,415+92.1% | $3,537+139.8% | $5,851+44.9% |
| Admin fee / account holder | $30,302 | $6,210+387.9% | $3,841+688.9% | $11,601+161.2% |