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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 | $51,843 | $118,877-56.4% | $96,570-46.3% | $167,536-69.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.68% | 50.50%-32.8pp | 37.79%-20.1pp | 478.82%-461.1pp |
| Employer contribution / active EE | $6,513 | $3,121+108.7% | $2,357+176.3% | $4,839+34.6% |
| Participant deferral / active EE | $6,220 | $4,617+34.7% | $3,849+61.6% | $6,342-1.9% |
| Admin fee / account holder | $46,960 | $8,069+482.0% | $6,182+659.6% | $12,315+281.3% |