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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 | $72,599 | $157,304-53.8% | $141,197-48.6% | $152,909-52.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.21% | 64.34%-47.1pp | 71.41%-54.2pp | 345.46%-328.3pp |
| Employer contribution / active EE | $9,258 | $5,263+75.9% | $4,736+95.5% | $4,764+94.3% |
| Participant deferral / active EE | $4,946 | $7,111-30.4% | $6,710-26.3% | $5,851-15.5% |
| Admin fee / account holder | $63,806 | $12,126+426.2% | $10,265+521.6% | $11,601+450.0% |