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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 | $48,830 | $60,139-18.8% | $90,461-46.0% | $79,856-38.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.08% | 71.96%-58.9pp | 1294.76%-1281.7pp | 31.71%-18.6pp |
| Employer contribution / active EE | $4,573 | $2,069+121.1% | $3,264+40.1% | $2,471+85.1% |
| Participant deferral / active EE | $5,671 | $2,939+93.0% | $3,964+43.1% | $3,741+51.6% |
| Admin fee / account holder | $4,173 | $3,978+4.9% | $5,617-25.7% | $5,306-21.4% |