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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 | $37,152 | $96,508-61.5% | $75,901-51.1% | $152,897-75.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 20.79% | 33.99%-13.2pp | 30.76%-10.0pp | 345.43%-324.6pp |
| Employer contribution / active EE | $1,014 | $3,310-69.4% | $2,501-59.5% | $4,764-78.7% |
| Participant deferral / active EE | $2,285 | $4,554-49.8% | $3,603-36.6% | $5,851-60.9% |
| Admin fee / account holder | $31,678 | $8,081+292.0% | $5,420+484.4% | $11,599+173.1% |