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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 | $68,612 | $94,749-27.6% | $112,899-39.2% | $139,466-50.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.50% | 40.92%-28.4pp | 34.11%-21.6pp | 373.66%-361.2pp |
| Employer contribution / active EE | $5,452 | $4,630+17.8% | $4,566+19.4% | $4,754+14.7% |
| Participant deferral / active EE | $2,296 | $6,517-64.8% | $6,516-64.8% | $6,712-65.8% |
| Admin fee / account holder | $22,658 | $8,530+165.6% | $7,047+221.5% | $11,409+98.6% |