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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 | $49,418 | $60,139-17.8% | $90,461-45.4% | $79,856-38.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.69% | 71.96%-52.3pp | 1294.76%-1275.1pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,527 | $2,069+22.1% | $3,264-22.6% | $2,471+2.2% |
| Participant deferral / active EE | $2,912 | $2,939-0.9% | $3,964-26.5% | $3,741-22.2% |
| Admin fee / account holder | $3,486 | $3,978-12.4% | $5,617-37.9% | $5,306-34.3% |