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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 | $58,466 | $109,904-46.8% | $97,167-39.8% | $145,959-59.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.87% | 243.43%-227.6pp | 75.27%-59.4pp | 561.95%-546.1pp |
| Employer contribution / active EE | $2,088 | $3,084-32.3% | $2,729-23.5% | $4,661-55.2% |
| Participant deferral / active EE | $4,906 | $4,676+4.9% | $4,264+15.1% | $6,689-26.7% |
| Admin fee / account holder | $96,458 | $6,216+1451.8% | $5,650+1607.2% | $13,398+620.0% |