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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 | $50,086 | $48,011+4.3% | $63,803-21.5% | $82,637-39.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 12.31% | 19.84%-7.5pp | 543.72%-531.4pp | 53.51%-41.2pp |
| Employer contribution / active EE | $3,156 | $1,904+65.8% | $2,532+24.6% | $2,552+23.7% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,655 | $3,873-57.3% | $5,196-68.2% | $7,339-77.5% |