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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 | $46,334 | $117,433-60.5% | $99,475-53.4% | $152,897-69.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 13.78% | 31.87%-18.1pp | 30.72%-16.9pp | 345.43%-331.6pp |
| Employer contribution / active EE | $6,667 | $3,013+121.2% | $2,540+162.5% | $4,764+40.0% |
| Participant deferral / active EE | $8,333 | $4,086+104.0% | $3,619+130.3% | $5,851+42.4% |
| Admin fee / account holder | $1,548 | $7,634-79.7% | $6,252-75.2% | $11,599-86.7% |