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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 | $32,452 | $109,372-70.3% | $89,414-63.7% | $158,966-79.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 8.77% | 345.55%-336.8pp | 245.50%-236.7pp | 302.95%-294.2pp |
| Employer contribution / active EE | $487 | $3,171-84.7% | $2,586-81.2% | $4,762-89.8% |
| Participant deferral / active EE | $13,059 | $4,598+184.0% | $3,890+235.7% | $5,983+118.3% |
| Admin fee / account holder | $12,800 | $6,156+107.9% | $4,883+162.1% | $11,250+13.8% |