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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 | $28,108 | $101,063-72.2% | $81,473-65.5% | $147,586-81.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.53% | 32.41%-18.9pp | 38.78%-25.3pp | 578.59%-565.1pp |
| Employer contribution / active EE | $3,393 | $3,206+5.8% | $2,568+32.1% | $4,876-30.4% |
| Participant deferral / active EE | $6,236 | $4,242+47.0% | $3,537+76.3% | $5,439+14.7% |
| Admin fee / account holder | $26,042 | $5,812+348.0% | $4,561+470.9% | $10,886+139.2% |