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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 | $78,527 | $81,208-3.3% | $98,920-20.6% | $79,856-1.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 11.38% | 60.99%-49.6pp | 196.47%-185.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,119 | $1,960-42.9% | $2,689-58.4% | $2,471-54.7% |
| Participant deferral / active EE | $1,656 | $3,265-49.3% | $4,245-61.0% | $3,741-55.7% |
| Admin fee / account holder | $21,014 | $6,013+249.5% | $6,643+216.4% | $5,306+296.0% |