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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 | $101,522 | $124,330-18.3% | $109,173-7.0% | $167,536-39.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.83% | 26.04%-14.2pp | 25.75%-13.9pp | 478.82%-467.0pp |
| Employer contribution / active EE | $1,160 | $4,209-72.4% | $3,723-68.8% | $4,839-76.0% |
| Participant deferral / active EE | $3,772 | $5,256-28.2% | $4,654-18.9% | $6,342-40.5% |
| Admin fee / account holder | $38,824 | $7,974+386.9% | $6,755+474.7% | $12,315+215.3% |