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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 | $119,659 | $129,737-7.8% | $119,126+0.4% | $154,746-22.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.11% | 379.08%-369.0pp | 282.11%-272.0pp | 172.34%-162.2pp |
| Employer contribution / active EE | $1,750 | $4,375-60.0% | $4,034-56.6% | $4,379-60.0% |
| Participant deferral / active EE | $2,443 | $5,842-58.2% | $5,318-54.1% | $6,730-63.7% |
| Admin fee / account holder | $49,642 | $11,961+315.0% | $10,693+364.2% | $14,365+245.6% |