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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 | $55,124 | $39,162+40.8% | $100,671-45.2% | $59,633-7.6% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 1.43% | 21.07%-19.6pp | 20.43%-19.0pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $3,807 | $1,151+230.9% | $4,012-5.1% | $2,203+72.8% |
| Participant deferral / active EE | $1,575 | $1,992-20.9% | $3,144-49.9% | $3,192-50.7% |
| Admin fee / account holder | $13,752 | $2,969+363.1% | $4,850+183.6% | $4,297+220.0% |