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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 | $51,539 | $78,690-34.5% | $161,489-68.1% | $87,485-41.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.53% | 32.74%-18.2pp | 89.72%-75.2pp | 26.06%-11.5pp |
| Employer contribution / active EE | $6,994 | $2,588+170.2% | $4,268+63.9% | $2,596+169.4% |
| Participant deferral / active EE | $6,254 | $3,311+88.9% | $5,630+11.1% | $4,274+46.3% |
| Admin fee / account holder | $22,912 | $6,724+240.8% | $16,006+43.1% | $7,775+194.7% |