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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 | $100,628 | $118,875-15.3% | $96,572+4.2% | $167,553-39.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.05% | 50.50%-32.4pp | 37.79%-19.7pp | 478.89%-460.8pp |
| Employer contribution / active EE | $863 | $3,121-72.3% | $2,357-63.4% | $4,840-82.2% |
| Participant deferral / active EE | $1,727 | $4,617-62.6% | $3,850-55.1% | $6,343-72.8% |
| Admin fee / account holder | $48,012 | $8,070+495.0% | $6,183+676.5% | $12,316+289.8% |