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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 | $26,481 | $81,664-67.6% | $70,476-62.4% | $158,966-83.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.63% | 208.59%-198.0pp | 109.12%-98.5pp | 302.95%-292.3pp |
| Employer contribution / active EE | $1,227 | $3,219-61.9% | $2,738-55.2% | $4,762-74.2% |
| Participant deferral / active EE | $3,154 | $4,556-30.8% | $3,710-15.0% | $5,983-47.3% |
| Admin fee / account holder | $9,780 | $6,197+57.8% | $3,847+154.2% | $11,250-13.1% |