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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 | $55,471 | $77,164-28.1% | $178,014-68.8% | $80,874-31.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 13.10% | 18.09%-5.0pp | 294.80%-281.7pp | 35.62%-22.5pp |
| Employer contribution / active EE | $4,580 | $2,288+100.2% | $3,950+16.0% | $2,756+66.2% |
| Participant deferral / active EE | $7,898 | $4,408+79.2% | $6,276+25.8% | $4,297+83.8% |
| Admin fee / account holder | $2,795 | $7,164-61.0% | $10,362-73.0% | $6,935-59.7% |