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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 | $31,725 | $141,004-77.5% | $112,273-71.7% | $139,456-77.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.67% | 32.75%-21.1pp | 30.23%-18.6pp | 373.45%-361.8pp |
| Employer contribution / active EE | $2,237 | $4,285-47.8% | $3,431-34.8% | $4,753-52.9% |
| Participant deferral / active EE | $6,820 | $5,878+16.0% | $4,800+42.1% | $6,711+1.6% |
| Admin fee / account holder | $52,658 | $9,959+428.7% | $7,752+579.3% | $11,407+361.6% |