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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 | $134,817-11.2% | $123,973-3.5% | $155,188-22.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 10.11% | 515.49%-505.4pp | 388.13%-378.0pp | 148.84%-138.7pp |
| Employer contribution / active EE | $1,750 | $4,425-60.4% | $4,126-57.6% | $4,248-58.8% |
| Participant deferral / active EE | $2,443 | $5,706-57.2% | $5,247-53.4% | $6,531-62.6% |
| Admin fee / account holder | $49,642 | $13,245+274.8% | $11,799+320.7% | $14,480+242.8% |