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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 | $68,143 | $154,159-55.8% | $130,026-47.6% | $139,456-51.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.49% | 32.50%-23.0pp | -137.26%+146.8pp | 373.45%-364.0pp |
| Employer contribution / active EE | $3,482 | $5,292-34.2% | $4,321-19.4% | $4,753-26.7% |
| Participant deferral / active EE | $7,493 | $6,710+11.7% | $5,821+28.7% | $6,711+11.7% |
| Admin fee / account holder | $82,691 | $14,001+490.6% | $10,608+679.5% | $11,407+624.9% |