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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 | $68,802 | $98,240-30.0% | $82,313-16.4% | $147,585-53.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.82% | 30.85%-19.0pp | 25.88%-14.1pp | 578.57%-566.8pp |
| Employer contribution / active EE | $1,241 | $3,192-61.1% | $2,428-48.9% | $4,876-74.5% |
| Participant deferral / active EE | $2,477 | $4,383-43.5% | $3,706-33.2% | $5,439-54.5% |
| Admin fee / account holder | $23,455 | $8,563+173.9% | $5,608+318.3% | $10,885+115.5% |