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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 | $53,832-10.5% | $75,702-36.4% | $85,854-43.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 19.63% | 24.55%-4.9pp | 104.56%-84.9pp | 318.56%-298.9pp |
| Employer contribution / active EE | $5,758 | $2,018+185.4% | $2,743+109.9% | $2,565+124.5% |
| Participant deferral / active EE | $4,058 | $2,896+40.1% | $3,822+6.2% | $3,952+2.7% |
| Admin fee / account holder | $16,450 | $3,341+392.3% | $3,619+354.6% | $6,260+162.8% |