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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 | $79,216 | $105,856-25.2% | $90,161-12.1% | $147,586-46.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.79% | 37.63%-25.8pp | 34.89%-23.1pp | 578.59%-566.8pp |
| Employer contribution / active EE | $3,771 | $4,126-8.6% | $3,318+13.6% | $4,876-22.7% |
| Participant deferral / active EE | $4,802 | $5,733-16.2% | $5,287-9.2% | $5,439-11.7% |
| Admin fee / account holder | $28,027 | $8,046+248.3% | $5,943+371.6% | $10,886+157.5% |