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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 | $37,653 | $90,486-58.4% | $78,676-52.1% | $273,972-86.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 13.16% | 75.62%-62.5pp | 62.19%-49.0pp | 41.46%-28.3pp |
| Employer contribution / active EE | $1,484 | $3,175-53.3% | $2,850-47.9% | $4,869-69.5% |
| Participant deferral / active EE | $1,484 | $3,901-62.0% | $3,517-57.8% | $5,287-71.9% |
| Admin fee / account holder | $23,519 | $5,263+346.9% | $4,510+421.5% | $10,133+132.1% |