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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 | $75,994 | $176,402-56.9% | $134,162-43.4% | $158,982-52.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 9.58% | 63.66%-54.1pp | 36.35%-26.8pp | 302.99%-293.4pp |
| Employer contribution / active EE | $1,950 | $5,042-61.3% | $3,705-47.4% | $4,763-59.1% |
| Participant deferral / active EE | $2,416 | $4,093-41.0% | $3,500-31.0% | $5,983-59.6% |
| Admin fee / account holder | $19,022 | $8,719+118.2% | $6,685+184.5% | $11,252+69.1% |