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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 | $45,763 | $47,479-3.6% | $62,929-27.3% | $82,448-44.5% |
| Participation rate | 96.9% | 66.9%+30.1pp | 73.1%+23.8pp | 68.1%+28.9pp |
| Annual return | 13.02% | 20.34%-7.3pp | 1063.93%-1050.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $8,884 | $1,885+371.2% | $2,505+254.7% | $2,551+248.2% |
| Participant deferral / active EE | $1,007 | $2,870-64.9% | $3,888-74.1% | $4,139-75.7% |
| Admin fee / account holder | $1,106 | $3,804-70.9% | $5,065-78.2% | $7,234-84.7% |