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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 | $31,583 | $91,194-65.4% | $178,486-82.3% | $79,860-60.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.23% | 24.19%-11.0pp | 151.08%-137.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $3,076 | $3,256-5.5% | $5,011-38.6% | $2,471+24.5% |
| Participant deferral / active EE | $6,723 | $3,236+107.8% | $5,202+29.3% | $3,740+79.8% |
| Admin fee / account holder | $20,204 | $6,751+199.3% | $13,985+44.5% | $5,306+280.7% |