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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 | $63,458 | $101,063-37.2% | $81,473-22.1% | $147,586-57.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 10.82% | 32.41%-21.6pp | 38.78%-28.0pp | 578.59%-567.8pp |
| Employer contribution / active EE | $8,427 | $3,206+162.9% | $2,568+228.2% | $4,876+72.8% |
| Participant deferral / active EE | $4,206 | $4,242-0.9% | $3,537+18.9% | $5,439-22.7% |
| Admin fee / account holder | $1,969 | $5,812-66.1% | $4,561-56.8% | $10,886-81.9% |