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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 | $29,109 | $117,846-75.3% | $102,434-71.6% | $145,884-80.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.93% | 31.90%-20.0pp | 29.46%-17.5pp | 551.85%-539.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,238 | $5,733+8.8% | $5,055+23.4% | $6,690-6.8% |
| Admin fee / account holder | $11,215 | $13,356-16.0% | $9,462+18.5% | $13,392-16.3% |