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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 | $49,579 | $78,694-37.0% | $67,652-26.7% | $125,389-60.5% |
| Participation rate | 95.8% | 78.8%+17.0pp | 75.7%+20.2pp | 83.2%+12.6pp |
| Annual return | 1.57% | 9.46%-7.9pp | 6625.40%-6623.8pp | 282.24%-280.7pp |
| Employer contribution / active EE | $7,198 | $3,044+136.5% | $2,266+217.7% | $4,866+47.9% |
| Participant deferral / active EE | $1,443 | $4,292-66.4% | $3,560-59.5% | $5,352-73.0% |
| Admin fee / account holder | $1,484 | $7,403-79.9% | $4,821-69.2% | $9,541-84.4% |