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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 | $62,393 | $165,399-62.3% | $149,745-58.3% | $158,982-60.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.15% | 348.34%-336.2pp | 276.72%-264.6pp | 302.99%-290.8pp |
| Employer contribution / active EE | $3,629 | $5,105-28.9% | $4,646-21.9% | $4,763-23.8% |
| Participant deferral / active EE | $3,988 | $7,183-44.5% | $6,843-41.7% | $5,983-33.4% |
| Admin fee / account holder | $38,506 | $10,811+256.2% | $9,312+313.5% | $11,252+242.2% |