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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 | $49,310 | $162,821-69.7% | $133,978-63.2% | $158,982-69.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.58% | 41.95%-35.4pp | 45.10%-38.5pp | 302.99%-296.4pp |
| Employer contribution / active EE | $2,919 | $4,976-41.3% | $3,919-25.5% | $4,763-38.7% |
| Participant deferral / active EE | $3,054 | $5,910-48.3% | $5,047-39.5% | $5,983-49.0% |
| Admin fee / account holder | $47,983 | $11,742+308.6% | $8,930+437.3% | $11,252+326.5% |