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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 | $69,894 | $118,708-41.1% | $98,920-29.3% | $158,982-56.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.07% | 372.49%-364.4pp | 196.47%-188.4pp | 302.99%-294.9pp |
| Employer contribution / active EE | $1,384 | $3,334-58.5% | $2,689-48.6% | $4,763-71.0% |
| Participant deferral / active EE | $2,564 | $5,089-49.6% | $4,245-39.6% | $5,983-57.1% |
| Admin fee / account holder | $35,394 | $10,134+249.3% | $6,643+432.8% | $11,252+214.6% |