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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 | $58,275 | $118,708-50.9% | $98,920-41.1% | $158,982-63.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.70% | 372.49%-360.8pp | 196.47%-184.8pp | 302.99%-291.3pp |
| Employer contribution / active EE | $1,153 | $3,334-65.4% | $2,689-57.1% | $4,763-75.8% |
| Participant deferral / active EE | $2,618 | $5,089-48.6% | $4,245-38.3% | $5,983-56.2% |
| Admin fee / account holder | $29,215 | $10,134+188.3% | $6,643+339.8% | $11,252+159.7% |