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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 | $73,055 | $106,247-31.2% | $96,515-24.3% | $139,466-47.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.02% | 38.47%-26.4pp | 35.73%-23.7pp | 373.66%-361.6pp |
| Employer contribution / active EE | $1,797 | $4,106-56.2% | $3,740-52.0% | $4,754-62.2% |
| Participant deferral / active EE | $7,874 | $5,456+44.3% | $4,880+61.4% | $6,712+17.3% |
| Admin fee / account holder | $74,189 | $7,885+840.9% | $6,735+1001.5% | $11,409+550.3% |