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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 | $49,048 | $114,013-57.0% | $103,693-52.7% | $155,188-68.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 8.80% | 49.31%-40.5pp | 47.61%-38.8pp | 148.84%-140.0pp |
| Employer contribution / active EE | $735 | $3,131-76.5% | $2,920-74.8% | $4,248-82.7% |
| Participant deferral / active EE | $1,465 | $4,970-70.5% | $4,579-68.0% | $6,531-77.6% |
| Admin fee / account holder | $52,740 | $8,407+527.3% | $7,858+571.1% | $14,480+264.2% |