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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 | $63,680 | $112,131-43.2% | $95,964-33.6% | $158,982-59.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.75% | 171.19%-159.4pp | 91.64%-79.9pp | 302.99%-291.2pp |
| Employer contribution / active EE | $1,873 | $3,199-41.5% | $2,541-26.3% | $4,763-60.7% |
| Participant deferral / active EE | $3,237 | $4,784-32.3% | $4,167-22.3% | $5,983-45.9% |
| Admin fee / account holder | $35,954 | $10,136+254.7% | $6,797+429.0% | $11,252+219.5% |