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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 | $67,117 | $110,307-39.2% | $96,576-30.5% | $139,456-51.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.50% | 26.40%-14.9pp | 25.87%-14.4pp | 373.45%-362.0pp |
| Employer contribution / active EE | $10,778 | $3,619+197.8% | $2,965+263.5% | $4,753+126.8% |
| Participant deferral / active EE | $11,570 | $5,547+108.6% | $4,851+138.5% | $6,711+72.4% |
| Admin fee / account holder | $53,978 | $11,597+365.5% | $8,253+554.1% | $11,407+373.2% |