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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 | $56,289 | $81,664-31.1% | $70,476-20.1% | $158,966-64.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.73% | 208.59%-195.9pp | 109.12%-96.4pp | 302.95%-290.2pp |
| Employer contribution / active EE | $4,933 | $3,219+53.3% | $2,738+80.2% | $4,762+3.6% |
| Participant deferral / active EE | $6,558 | $4,556+43.9% | $3,710+76.8% | $5,983+9.6% |
| Admin fee / account holder | $91,355 | $6,197+1374.1% | $3,847+2274.8% | $11,250+712.0% |