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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 | $38,956 | $118,869-67.2% | $96,575-59.7% | $167,518-76.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.54% | 50.49%-42.0pp | 37.79%-29.2pp | 478.71%-470.2pp |
| Employer contribution / active EE | $1,046 | $3,120-66.5% | $2,357-55.6% | $4,838-78.4% |
| Participant deferral / active EE | $2,985 | $4,616-35.3% | $3,849-22.4% | $6,342-52.9% |
| Admin fee / account holder | $100,136 | $8,067+1141.3% | $6,182+1519.8% | $12,312+713.3% |