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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 | $40,627 | $90,484-55.1% | $78,675-48.4% | $273,970-85.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,189 | $3,175-31.1% | $2,850-23.2% | $4,869-55.0% |
| Participant deferral / active EE | $5,765 | $3,901+47.8% | $3,517+63.9% | $5,287+9.0% |
| Admin fee / account holder | $4,338 | $5,263-17.6% | $4,510-3.8% | $10,132-57.2% |