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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 | $58,619 | $121,677-51.8% | $104,625-44.0% | $158,966-63.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 5.85% | 465.58%-459.7pp | 340.60%-334.7pp | 302.95%-297.1pp |
| Employer contribution / active EE | $1,511 | $3,165-52.3% | $2,681-43.6% | $4,762-68.3% |
| Participant deferral / active EE | $3,738 | $4,175-10.5% | $3,7380% | $5,983-37.5% |
| Admin fee / account holder | $11,754 | $7,777+51.1% | $6,465+81.8% | $11,250+4.5% |