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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 | $50,661 | $103,387-51.0% | $87,102-41.8% | $152,885-66.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 18.24% | 28.10%-9.9pp | 28.19%-9.9pp | 345.39%-327.1pp |
| Employer contribution / active EE | $1,808 | $3,221-43.9% | $2,521-28.3% | $4,763-62.1% |
| Participant deferral / active EE | $6,845 | $4,778+43.3% | $4,048+69.1% | $5,851+17.0% |
| Admin fee / account holder | $5,344 | $12,193-56.2% | $7,491-28.7% | $11,598-53.9% |