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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 | $56,247 | $118,708-52.6% | $98,920-43.1% | $158,982-64.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.72% | 372.49%-362.8pp | 196.47%-186.7pp | 302.99%-293.3pp |
| Employer contribution / active EE | $2,354 | $3,334-29.4% | $2,689-12.5% | $4,763-50.6% |
| Participant deferral / active EE | $2,943 | $5,089-42.2% | $4,245-30.7% | $5,983-50.8% |
| Admin fee / account holder | $46,603 | $10,134+359.9% | $6,643+601.6% | $11,252+314.2% |