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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 | $46,440 | $96,508-51.9% | $75,901-38.8% | $152,897-69.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 21.88% | 33.99%-12.1pp | 30.76%-8.9pp | 345.43%-323.5pp |
| Employer contribution / active EE | $2,872 | $3,310-13.2% | $2,501+14.9% | $4,764-39.7% |
| Participant deferral / active EE | $3,862 | $4,554-15.2% | $3,603+7.2% | $5,851-34.0% |
| Admin fee / account holder | $70,873 | $8,081+777.1% | $5,420+1207.6% | $11,599+511.0% |