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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 | $59,538 | $102,422-41.9% | $147,117-59.5% | $80,959-26.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.99% | 135.16%-117.2pp | 420.54%-402.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $2,389 | $3,717-35.7% | $4,932-51.6% | $2,757-13.3% |
| Participant deferral / active EE | $5,399 | $6,652-18.8% | $8,065-33.0% | $4,300+25.6% |
| Admin fee / account holder | $12,360 | $7,953+55.4% | $12,993-4.9% | $6,925+78.5% |