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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 | $56,256 | $115,814-51.4% | $101,275-44.5% | $158,982-64.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.59% | 56.16%-46.6pp | 46.48%-36.9pp | 302.99%-293.4pp |
| Employer contribution / active EE | $944 | $4,176-77.4% | $3,660-74.2% | $4,763-80.2% |
| Participant deferral / active EE | $2,729 | $4,958-45.0% | $4,371-37.6% | $5,983-54.4% |
| Admin fee / account holder | $39,226 | $7,249+441.1% | $5,948+559.5% | $11,252+248.6% |