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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 | $61,968 | $70,684-12.3% | $169,390-63.4% | $75,173-17.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 15.21% | 36.38%-21.2pp | 406.07%-390.9pp | 160.72%-145.5pp |
| Employer contribution / active EE | $10,000 | $2,211+352.3% | $4,013+149.2% | $2,671+274.4% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,222-100.0% | $4,126-100.0% |
| Admin fee / account holder | $28,863 | $5,404+434.1% | $9,015+220.2% | $5,651+410.8% |