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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 | $69,378 | $118,708-41.6% | $98,920-29.9% | $158,982-56.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.86% | 372.49%-359.6pp | 196.47%-183.6pp | 302.99%-290.1pp |
| Employer contribution / active EE | $786 | $3,334-76.4% | $2,689-70.8% | $4,763-83.5% |
| Participant deferral / active EE | $1,495 | $5,089-70.6% | $4,245-64.8% | $5,983-75.0% |
| Admin fee / account holder | $13,361 | $10,134+31.8% | $6,643+101.1% | $11,252+18.7% |