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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 | $55,065 | $157,296-65.0% | $141,191-61.0% | $152,897-64.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.46% | 64.34%-48.9pp | 71.41%-56.0pp | 345.43%-330.0pp |
| Employer contribution / active EE | $2,890 | $5,262-45.1% | $4,736-39.0% | $4,764-39.3% |
| Participant deferral / active EE | $6,977 | $7,111-1.9% | $6,710+4.0% | $5,851+19.3% |
| Admin fee / account holder | $45,672 | $12,125+276.7% | $10,264+345.0% | $11,599+293.7% |