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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 | $43,873 | $109,411-59.9% | $89,435-50.9% | $158,982-72.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.76% | 345.68%-332.9pp | 245.55%-232.8pp | 302.99%-290.2pp |
| Employer contribution / active EE | $1,493 | $3,173-52.9% | $2,587-42.3% | $4,763-68.6% |
| Participant deferral / active EE | $7,084 | $4,600+54.0% | $3,890+82.1% | $5,983+18.4% |
| Admin fee / account holder | $26,676 | $6,159+333.1% | $4,884+446.1% | $11,252+137.1% |