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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 | $61,420 | $53,128+15.6% | $86,581-29.1% | $70,124-12.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.85% | 27.66%-12.8pp | 965.06%-950.2pp | 73.14%-58.3pp |
| Employer contribution / active EE | $8,686 | $2,068+320.0% | $2,840+205.9% | $2,342+270.8% |
| Participant deferral / active EE | $3,793 | $2,695+40.8% | $3,609+5.1% | $3,332+13.9% |
| Admin fee / account holder | $19,918 | $3,584+455.8% | $4,904+306.1% | $4,645+328.8% |