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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 | $57,081 | $148,623-61.6% | $135,974-58.0% | $139,466-59.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.31% | 79.30%-67.0pp | 68.30%-56.0pp | 373.66%-361.4pp |
| Employer contribution / active EE | $1,585 | $5,246-69.8% | $4,859-67.4% | $4,754-66.6% |
| Participant deferral / active EE | $3,439 | $8,103-57.6% | $7,760-55.7% | $6,712-48.8% |
| Admin fee / account holder | $126,245 | $12,406+917.6% | $10,767+1072.6% | $11,409+1006.6% |