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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 | $84,424 | $118,875-29.0% | $96,572-12.6% | $167,553-49.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.92% | 50.50%-40.6pp | 37.79%-27.9pp | 478.89%-469.0pp |
| Employer contribution / active EE | $2,294 | $3,121-26.5% | $2,357-2.7% | $4,840-52.6% |
| Participant deferral / active EE | $6,797 | $4,617+47.2% | $3,850+76.6% | $6,343+7.2% |
| Admin fee / account holder | $27,798 | $8,070+244.5% | $6,183+349.6% | $12,316+125.7% |