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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 | $48,013 | $62,592-23.3% | $85,693-44.0% | $85,856-44.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 13.87% | 23.77%-9.9pp | 21.49%-7.6pp | 318.58%-304.7pp |
| Employer contribution / active EE | $4,257 | $1,755+142.5% | $2,618+62.6% | $2,565+66.0% |
| Participant deferral / active EE | $1,841 | $2,802-34.3% | $3,923-53.1% | $3,952-53.4% |
| Admin fee / account holder | $529 | $4,643-88.6% | $6,874-92.3% | $6,261-91.6% |