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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 | $68,855 | $104,924-34.4% | $84,623-18.6% | $152,885-55.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 17.35% | 373.82%-356.5pp | 258.77%-241.4pp | 345.39%-328.0pp |
| Employer contribution / active EE | $1,187 | $3,302-64.0% | $2,652-55.2% | $4,763-75.1% |
| Participant deferral / active EE | $1,093 | $4,689-76.7% | $3,899-72.0% | $5,851-81.3% |
| Admin fee / account holder | $28,884 | $6,242+362.7% | $4,913+487.9% | $11,598+149.0% |