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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 | $67,695 | $105,856-36.1% | $90,161-24.9% | $147,586-54.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.65% | 37.63%-24.0pp | 34.89%-21.2pp | 578.59%-564.9pp |
| Employer contribution / active EE | $3,133 | $4,126-24.1% | $3,318-5.6% | $4,876-35.7% |
| Participant deferral / active EE | $8,744 | $5,733+52.5% | $5,287+65.4% | $5,439+60.8% |
| Admin fee / account holder | $40,214 | $8,046+399.8% | $5,943+576.6% | $10,886+269.4% |