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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 | $54,344 | $72,071-24.6% | $68,368-20.5% | $137,256-60.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.09% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,238 | $2,788-19.7% | $2,649-15.5% | $4,156-46.2% |
| Participant deferral / active EE | $6,647 | $4,410+50.7% | $4,123+61.2% | $6,407+3.8% |
| Admin fee / account holder | $33,420 | $5,336+526.4% | $5,150+549.0% | $12,270+172.4% |