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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 | $71,531 | $101,618-29.6% | $93,063-23.1% | $137,256-47.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.72% | 223.95%-207.2pp | 34.15%-17.4pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,520 | $2,707-43.9% | $2,476-38.6% | $4,156-63.4% |
| Participant deferral / active EE | $7,829 | $4,279+82.9% | $3,958+97.8% | $6,407+22.2% |
| Admin fee / account holder | $29,991 | $6,198+383.8% | $6,033+397.1% | $12,270+144.4% |