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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 | $50,718 | $112,121-54.8% | $95,960-47.1% | $158,966-68.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.08% | 171.16%-159.1pp | 91.63%-79.6pp | 302.95%-290.9pp |
| Employer contribution / active EE | $2,649 | $3,199-17.2% | $2,541+4.2% | $4,762-44.4% |
| Participant deferral / active EE | $17,086 | $4,784+257.1% | $4,167+310.1% | $5,983+185.6% |
| Admin fee / account holder | $17,266 | $10,135+70.4% | $6,797+154.0% | $11,250+53.5% |