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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 | $27,440 | $139,948-80.4% | $121,663-77.4% | $154,746-82.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 11.60% | 230.52%-218.9pp | 147.54%-135.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $1,357 | $3,521-61.5% | $3,020-55.1% | $4,379-69.0% |
| Participant deferral / active EE | $2,698 | $5,629-52.1% | $4,887-44.8% | $6,730-59.9% |
| Admin fee / account holder | $49,839 | $17,321+187.7% | $14,289+248.8% | $14,365+246.9% |