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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 | $48,785 | $70,430-30.7% | $96,572-49.5% | $85,851-43.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.03% | 18.58%-6.6pp | 37.79%-25.8pp | 318.63%-306.6pp |
| Employer contribution / active EE | $5,324 | $1,413+276.7% | $2,357+125.8% | $2,565+107.5% |
| Participant deferral / active EE | $8,085 | $2,894+179.3% | $3,850+110.0% | $3,952+104.6% |
| Admin fee / account holder | $1,198 | $4,996-76.0% | $6,183-80.6% | $6,261-80.9% |