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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 | $29,345 | $114,119-74.3% | $107,187-72.6% | $138,895-78.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.30% | 273.21%-261.9pp | 204.55%-193.2pp | 145.39%-134.1pp |
| Employer contribution / active EE | $1,020 | $4,059-74.9% | $3,782-73.0% | $4,194-75.7% |
| Participant deferral / active EE | $6,841 | $5,538+23.5% | $5,096+34.2% | $6,396+7.0% |
| Admin fee / account holder | $46,427 | $10,024+363.2% | $9,162+406.7% | $12,562+269.6% |