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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 | $48,184 | $53,841-10.5% | $75,731-36.4% | $85,851-43.9% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 19.63% | 24.54%-4.9pp | 104.65%-85.0pp | 318.63%-299.0pp |
| Employer contribution / active EE | $5,758 | $2,017+185.4% | $2,743+109.9% | $2,565+124.4% |
| Participant deferral / active EE | $4,058 | $2,895+40.2% | $3,820+6.2% | $3,952+2.7% |
| Admin fee / account holder | $16,450 | $3,340+392.4% | $3,620+354.4% | $6,261+162.7% |