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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 | $54,493 | $60,139-9.4% | $90,461-39.8% | $79,856-31.8% |
| Participation rate | 75.0% | 65.0%+10.0pp | 72.7%+2.3pp | 69.6%+5.4pp |
| Annual return | 14.60% | 71.96%-57.4pp | 1294.76%-1280.2pp | 31.71%-17.1pp |
| Employer contribution / active EE | $4,890 | $2,069+136.4% | $3,264+49.8% | $2,471+97.9% |
| Participant deferral / active EE | $1,241 | $2,939-57.8% | $3,964-68.7% | $3,741-66.8% |
| Admin fee / account holder | $3,843 | $3,978-3.4% | $5,617-31.6% | $5,306-27.6% |