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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 | $50,098 | $60,128-16.7% | $90,440-44.6% | $79,852-37.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.54% | 71.95%-53.4pp | 1294.38%-1275.8pp | 31.72%-13.2pp |
| Employer contribution / active EE | $5,000 | $2,068+141.7% | $3,263+53.2% | $2,471+102.3% |
| Participant deferral / active EE | $8,213 | $2,939+179.5% | $3,964+107.2% | $3,740+119.6% |
| Admin fee / account holder | $3,036 | $3,977-23.7% | $5,615-45.9% | $5,306-42.8% |