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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 | $53,287 | $98,240-45.8% | $82,312-35.3% | $147,586-63.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.22% | 30.85%-18.6pp | 25.88%-13.7pp | 578.59%-566.4pp |
| Employer contribution / active EE | $1,360 | $3,192-57.4% | $2,428-44.0% | $4,876-72.1% |
| Participant deferral / active EE | $3,367 | $4,383-23.2% | $3,706-9.1% | $5,439-38.1% |
| Admin fee / account holder | $5,865 | $8,563-31.5% | $5,608+4.6% | $10,886-46.1% |