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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 | $44,905 | $90,486-50.4% | $78,676-42.9% | $273,972-83.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.26% | 75.62%-72.4pp | 62.19%-58.9pp | 41.46%-38.2pp |
| Employer contribution / active EE | $4,047 | $3,175+27.5% | $2,850+42.0% | $4,869-16.9% |
| Participant deferral / active EE | $4,951 | $3,901+26.9% | $3,517+40.8% | $5,287-6.4% |
| Admin fee / account holder | $30,161 | $5,263+473.1% | $4,510+568.7% | $10,133+197.7% |