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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 | $104,835 | $118,877-11.8% | $96,570+8.6% | $167,536-37.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.31% | 50.50%-41.2pp | 37.79%-28.5pp | 478.82%-469.5pp |
| Employer contribution / active EE | $1,667 | $3,121-46.6% | $2,357-29.3% | $4,839-65.6% |
| Participant deferral / active EE | $1,477 | $4,617-68.0% | $3,849-61.6% | $6,342-76.7% |
| Admin fee / account holder | $31,388 | $8,069+289.0% | $6,182+407.7% | $12,315+154.9% |