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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 | $66,042 | $124,330-46.9% | $109,173-39.5% | $167,536-60.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.82% | 26.04%-13.2pp | 25.75%-12.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $5,177 | $4,209+23.0% | $3,723+39.1% | $4,839+7.0% |
| Participant deferral / active EE | $8,571 | $5,256+63.1% | $4,654+84.2% | $6,342+35.1% |
| Admin fee / account holder | $46,312 | $7,974+480.8% | $6,755+585.6% | $12,315+276.1% |