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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 | $38,880 | $110,410-64.8% | $102,437-62.0% | $145,897-73.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.61% | 24.85%-14.2pp | 24.95%-14.3pp | 552.29%-541.7pp |
| Employer contribution / active EE | $2,739 | $4,217-35.0% | $3,871-29.2% | $4,663-41.2% |
| Participant deferral / active EE | $5,771 | $5,622+2.7% | $5,060+14.0% | $6,689-13.7% |
| Admin fee / account holder | $38,088 | $9,745+290.8% | $8,388+354.1% | $13,390+184.4% |