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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 | $50,184 | $60,139-16.6% | $90,461-44.5% | $79,856-37.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.77% | 71.96%-60.2pp | 1294.76%-1283.0pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,114 | $2,069+2.2% | $3,264-35.2% | $2,471-14.4% |
| Participant deferral / active EE | $888 | $2,939-69.8% | $3,964-77.6% | $3,741-76.3% |
| Admin fee / account holder | $3,423 | $3,978-14.0% | $5,617-39.1% | $5,306-35.5% |