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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 | $21,496 | $101,063-78.7% | $81,473-73.6% | $147,586-85.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 10.68% | 32.41%-21.7pp | 38.78%-28.1pp | 578.59%-567.9pp |
| Employer contribution / active EE | $728 | $3,206-77.3% | $2,568-71.6% | $4,876-85.1% |
| Participant deferral / active EE | $852 | $4,242-79.9% | $3,537-75.9% | $5,439-84.3% |
| Admin fee / account holder | $10,660 | $5,812+83.4% | $4,561+133.7% | $10,886-2.1% |