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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 | $51,798 | $60,139-13.9% | $90,461-42.7% | $79,856-35.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.77% | 71.96%-56.2pp | 1294.76%-1279.0pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,749 | $2,069+32.9% | $3,264-15.8% | $2,471+11.2% |
| Participant deferral / active EE | $4,309 | $2,939+46.6% | $3,964+8.7% | $3,741+15.2% |
| Admin fee / account holder | $1,952 | $3,978-50.9% | $5,617-65.2% | $5,306-63.2% |