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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 | $48,959 | $102,385-52.2% | $147,080-66.7% | $80,935-39.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.51% | 135.09%-119.6pp | 420.17%-404.7pp | 35.66%-20.1pp |
| Employer contribution / active EE | $3,772 | $3,717+1.5% | $4,933-23.5% | $2,757+36.8% |
| Participant deferral / active EE | $6,159 | $6,651-7.4% | $8,066-23.6% | $4,299+43.2% |
| Admin fee / account holder | $3,350 | $7,951-57.9% | $12,989-74.2% | $6,924-51.6% |