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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 | $50,476 | $84,684-40.4% | $73,835-31.6% | $125,388-59.7% |
| Participation rate | 84.6% | 76.8%+7.9pp | 73.4%+11.2pp | 83.2%+1.4pp |
| Annual return | 3.26% | 3123.93%-3120.7pp | 2268.13%-2264.9pp | 282.24%-279.0pp |
| Employer contribution / active EE | $3,784 | $3,123+21.1% | $2,788+35.7% | $4,866-22.2% |
| Participant deferral / active EE | $10,724 | $3,993+168.6% | $3,583+199.3% | $5,352+100.4% |
| Admin fee / account holder | $39,825 | $5,691+599.8% | $4,880+716.2% | $9,541+317.4% |