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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 | $39,670 | $60,139-34.0% | $90,461-56.1% | $79,856-50.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.77% | 71.96%-57.2pp | 1294.76%-1280.0pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,682 | $2,069+29.7% | $3,264-17.8% | $2,471+8.5% |
| Participant deferral / active EE | $6,250 | $2,939+112.7% | $3,964+57.6% | $3,741+67.1% |
| Admin fee / account holder | $12,503 | $3,978+214.3% | $5,617+122.6% | $5,306+135.6% |