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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 | $39,266 | $117,829-66.7% | $102,423-61.7% | $145,877-73.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.73% | 31.83%-21.1pp | 29.42%-18.7pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,174 | $3,615-67.5% | $3,023-61.2% | $4,663-74.8% |
| Participant deferral / active EE | $6,717 | $5,732+17.2% | $5,054+32.9% | $6,691+0.4% |
| Admin fee / account holder | $19,554 | $13,335+46.6% | $9,455+106.8% | $13,402+45.9% |