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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 | $57,223 | $106,280-46.2% | $96,538-40.7% | $139,487-59.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.08% | 38.48%-25.4pp | 35.74%-22.7pp | 373.84%-360.8pp |
| Employer contribution / active EE | $3,908 | $4,107-4.9% | $3,740+4.5% | $4,755-17.8% |
| Participant deferral / active EE | $1,950 | $5,457-64.3% | $4,880-60.0% | $6,713-71.0% |
| Admin fee / account holder | $25,188 | $7,888+219.3% | $6,737+273.8% | $11,407+120.8% |