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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 | $50,083 | $110,039-54.5% | $97,260-48.5% | $145,884-65.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.57% | 244.44%-235.9pp | 75.54%-67.0pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,541 | $3,074-49.9% | $2,721-43.4% | $4,662-66.9% |
| Participant deferral / active EE | $6,155 | $4,674+31.7% | $4,262+44.4% | $6,690-8.0% |
| Admin fee / account holder | $8,153 | $6,204+31.4% | $5,640+44.6% | $13,392-39.1% |