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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 | $54,938 | $176,402-68.9% | $134,155-59.0% | $158,950-65.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.74% | 63.66%-48.9pp | 36.34%-21.6pp | 302.91%-288.2pp |
| Employer contribution / active EE | $2,589 | $5,042-48.6% | $3,705-30.1% | $4,762-45.6% |
| Participant deferral / active EE | $2,589 | $4,093-36.7% | $3,500-26.0% | $5,983-56.7% |
| Admin fee / account holder | $28,919 | $8,719+231.7% | $6,685+332.6% | $11,248+157.1% |