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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 | $44,215 | $100,073-55.8% | $85,126-48.1% | $145,877-69.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.70% | 84.11%-72.4pp | 66.63%-54.9pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,299 | $3,236-59.9% | $2,731-52.4% | $4,663-72.1% |
| Participant deferral / active EE | $8,204 | $5,294+55.0% | $4,523+81.4% | $6,691+22.6% |
| Admin fee / account holder | $18,235 | $7,261+151.1% | $6,160+196.0% | $13,402+36.1% |